Home

Essential Allies: Financial Advisors and Estate Planning Attorneys

This week, our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But your financial advisor shouldn’t operate in a vacuum, isolated from other members of your “retirement team.” For this article, we’re considering the question: what good things can happen when a retiree’s … Read more

Retiring Abroad: Consider These Pros and Cons of an Overseas Move

Cobblestone streets, vibrant markets, snowy mountains or sunny beaches – whatever it is that fills your retirement daydreams, chances are you can find it by retiring abroad. From Mexic0 City to Madrid, Thailand to Trinidad, hundreds of thousands of American ex-pats are enjoying retirement living overseas. The glowing accounts of these overseas retirees on social … Read more

Medicaid Five-Year Lookback: Two Scenarios, Two Denials  

As Aaron Paker, partner at Life Point Law, will tell you, few questions cause more concern and confusion than Medicaid’s so-called Five-Year Lookback. The complexities surrounding this critical rule are a big part of the reason why no one should try navigating Medicaid’s regulations without the services of a highly-qualified and experienced guide. This week, … Read more

Important Factors to Consider About Aging in Place

The phrase “aging in place” has become practically universal in recent years. As retirees, and those looking ahead to retirement, examine their ideal housing preferences, more and more of them seem to be determined to grow old right where they are, in the home they know and love. It’s a nice image and a worthwhile … Read more

0
Your Cart is empty!

It looks like you haven't added any items to your cart yet.

Browse Products
Powered by Caddy
Skip to content