The Cost-of-Living Adjustment (COLA) safeguards the monthly Social Security benefits provided to seniors. Changes in the COLA are tied to the Consumer
Protect Your Home from Increasing Health Care Expenses and Capital Gains with Medicaid Planning
For many individuals, their most valuable asset is their home, and ensuring that its value passes on to their children upon their passing is of utmost
Spotting Indicators of Elder Financial Fraud and Abuse
The National Council on Aging (NCOA) reports that cases of elder financial fraud and abuse in the United States result in annual losses of money and
Paying for Long-Term Care with Annuities
More Americans are retiring, and long-term care services like assisted living, nursing homes, and in-home care are becoming more expensive. The cost
Money Management for Children with Special Needs Throughout Their Lives
In estate planning, children with special needs present unique challenges Optimizing your estate to use, enhance, and enrich assets while maintaining
Medicare and Medicare Advantage Coverage for Seniors
A health insurance plan can be difficult to find if you're looking for one that meets your needs and fits your budget. There are many policies
Providing Financial Guidance to a Loved One
Age may make banking and bill-paying more difficult, but the same can be said about incapacitation due to an accident or sudden illness. Incapacity is
Medicaid Compliant Annuities for Married Couples
Generally, annuities pay a fixed amount of money each year to the annuity owner for the rest of his or her life. Most annuities are deferred, meaning
The SECURE Act and Special Needs Trusts
In general, a special needs trust (SNT) is a legal entity that helps people with disabilities maintain their eligibility for government benefits while