What Are Dual Eligible Special Needs Plans?
Millions of people around the country depend on Medicare or Medicaid to cover their medical expenses. As anyone enrolled in these programs knows, each one…
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The New Stimulus Package Offers More Than Checks to Some Retirees
The COVID-19 public health emergency harmed many vulnerable members of society, including retirees. In addition to health problems, the disease brought with it financial issues…
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Strengthening Medicare: The Center for Medicare Advocacy’s Suggestions for the Biden Administration
The Center for Medicare Advocacy (the “Center”) works toward providing better Medicare coverage and health care, especially for older people and people with disabilities. In…
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How to Talk to Your Aging Parents About Finances
About 64% of us feel stressed about money, according to a recent study by the American Psychological Association. Anxious feelings about money do not necessarily…
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The Sandwich Generation: Coping with Intergenerational Caregiving
About 11 million people in the United States currently serve as part-time or full-time multi-generational caregivers. Members of this “sandwich generation” simultaneously care for their…
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5 Reasons to Review Your Plan During Medicare Open Enrollment
An annual physical is a must for many people. We take our cars in for regular maintenance to avoid problems down the road. And it’s…
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To Trust Or Not To Trust: That Is The Question
People ask me about trusts in estate planning. They hear about a friend who used a trust or a financial advisor who said a trust…
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How To Remain In Control By Giving Up Control
Often people call my office and ask: “What do you charge for a FILL IN THE BLANK DOCUMENT.” I will respond (while trying not to…
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