How to Reverse Medicare Surcharges When Your Income Changes
What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your [...]
6
10, 2017
6
10, 2017
Nursing Home Costs Rise Sharply in 2017
The median cost of a private nursing home room in the United States has increased to $97,455 a year, up [...]
6
10, 2017
Now Is the Time to Review Your Medicare Options
Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are [...]
5
10, 2017
5 Easy Tips to Simplify Your Year End Charitable Giving
Are you planning on making charitable donations before the end of the year? The IRS reminds us that you must [...]
1
10, 2017
Millennial Wealth Management and Estate Planning
The popular press has a lot to say about Millennials—a loosely defined classification including those who are currently in their [...]
29
09, 2017
DIY Will Pitfalls
You’ve undoubtedly heard that it’s important for all adults to have a will or other legal plan for passing assets [...]
27
09, 2017
Pay Attention to the Small Details When Dealing with Long-Term Care Insurers
A long-term care insurance company recently cancelled the insurance coverage of an elderly woman who accidentally wrote the wrong amount [...]
26
09, 2017
How Does an IRA Fit Into Your Estate Plan?
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? [...]
21
09, 2017
Tips for Choosing a Trustee
Trusts can be a powerful tool for protecting assets, passing property to loved ones after your death, or providing for [...]
19
09, 2017
New Baby? Time to Create Your Estate Plan
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be [...]