• What Do Bill Gates and Elton John Have In Common?

    Some high profile individuals, not just Bill Gates and Elton John, believe their children should work hard to appreciate the value of money. Growing up super wealthy can often lead to a sense of entitlement and a lack of drive. After all, if everything is handed to you why should you have to work for […]
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  • A New Rule May Make It Harder for Medicare Beneficiaries to Receive Home Care

    It may become harder for Medicare beneficiaries to find home health care due to a new rule from the Centers for Medicare and Medicaid Services (CMS). Although the rule changes the way home health care providers are reimbursed, it could affect patient care as well. 

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  • Grandparents Raising Grandchildren May Qualify for the Earned Income Tax Credit

    Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. 

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  • Be Savvy When You Travel

    Many of my clients and friends actively travel in their retirement. Specifically, many have asked whether Medicare will cover their medical expenses for care, if they are in a foreign country.
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  • New Rule Once Again Allows Nursing Home Arbitration Agreements

    The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. CMS issued a rule that once again allows nursing facilities to use arbitration to settle disputes with residents. 

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  • Authentic Communication Works

    Siblings do not always receive equal shares of a parent’s estate. Sometimes the inequality is intentional and sometimes it is accidental. Regardless of how it happens, it can and will cause arguments among the children. As you know, sibling rivalry is always possible. However, if that is your plan, thankfully there are some steps parents […]
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  • Reports Find Hospice Deficiencies Go Unaddressed

    Hospice care is supposed to help terminally ill patients maintain their quality of life at the end of their life, but two new government reports find that serious problems in some hospices may be actually causing harm to hospice patients.

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  • Should You Sell Your Life Insurance Policy?

    Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in needed cash, but are they a good idea? 

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  • How to Plan Your Funeral

    Thinking about your funeral may not be fun, but planning ahead is helpful. It both lets your family know your wishes and assists them during a stressful time.

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  • A Final Retirement Account Distribution Must Still Be Made After Death

    Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin withdrawing a minimum amount
    from your non-Roth individual retirement account (IRA) or 401(k) accounts. But what if you die after age 70 1/2 and before all the account funds have been distributed?

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