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And the Executor Is

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

Medicare vs. Medicaid

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-

The A, B, C, & D of Medicare

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

A Primer on Irrevocable Life Insurance Trusts

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

Protecting Your Business from the Loss of a Key Person

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

The Basics of Medicare

Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci

Healthcare Costs in Retirement

A retired household faces three types of health care expenses. The premiums for Medicare Part B (which covers physician and outpatient servi

How Delaying Social Security Pays Off

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

How Medicaid Compliant Annuities Work.

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

Retirement Tips For Empty Nesters and Retirees

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Helpful Retirement Strategies for Women

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

Unknowingly Disinherit Your Spouse? New Tax Law Changes.

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

Understanding the Basics of Medigap Policies

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

Social Security Benefits: How Much Will I Receive

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

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