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Tag: Financial

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Home » Financial
March 17, 2022


Medicaid’s “Snapshot” Date and Its Crucial Impact on a Couple’s Financial Picture

Medicaid agencies must pick a date to use to analyze the applicant’s assets. The date that the agency chooses can affect how much money the applicant must spend down before qualifying for benefits and how much a spouse is able to keep.

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January 19, 2022


Just Say No: Declining to Act as an Agent Under a Power of Attorney

You may have to make decisions about whether to start or stop a particular treatment, choose doctors and specialists, or to continue or stop life support. 

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September 14, 2021


Online Survey Helps Older Adults Assess Their Financial Vulnerability

All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be...

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June 18, 2018


New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the...

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April 15, 2016


The Future of Long Term Care & How to Finance It

Long-term care is becoming an important issue for our nation to address. We have 78 million aging baby boomers. The...

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