Planning for the Future

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To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.


  • Elder Law
  • Estate Planning
  • Financial Planning & Money Management
  • Funeral Planning
  • Insurance
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  • Live Now! A Short List of Do’s and Don’ts

    Prepare now and review regularly to stay on the right track for the retirement lifestyle you want. • DO know your sources of income: Social Security net deposit, Pension income (if you are lucky enough to have one) and any Deferred Compensation or Annuity income. Now list your other sources of supplementary income [...]

    2020-04-08T13:18:08-04:00April 8th, 2020|Financial Planning & Money Management|

    Why You Shouldn’t Walk into the Medicaid Office Alone

    Maybe someone you love is not in good health. Perhaps that’s your spouse, or your parent, or another loved one. If they will need nursing home care, beware of the dangers of filing a Medicaid application yourself without any idea of how the Medicaid rules work. I’ve written before about how Medicaid’s hidden pitfalls [...]

    2020-05-27T15:30:46-04:00April 8th, 2020|Elder Law, Insurance|

    “It’s Coffee Time”

    Interesting Fact: The tiny slit opposite your sipping hole on the coffee cup lid is a 1980’s creation that allows proper airflow preventing splashes and liquid surges as you drink avoiding scalding yourself. That tiny unnoticed idea placed for a reason is to assist your drinking pleasure. A properly designed long term care plan [...]

    2020-04-08T12:28:09-04:00April 8th, 2020|Insurance|

    Getting The Most Value From Your Medicare Advantage Plan?

    When a new year begins, why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras [...]

    2020-04-08T12:13:34-04:00April 8th, 2020|Insurance|

    How to Cope & Live with Alzheimer’s

    In 2020, millions of people will receive the shattering news of an Alzheimer’s or dementia diagnosis. Every week I share critical information and guide people through the aging process, and Alzheimer’s disease is something that comes up frequently for families. While this is never something you want to experience, [...]

    2019-12-16T15:55:20-05:00December 16th, 2019|Alzheimer's and Dementia Care, Elder Law|

    “A Game Winning Play”

    Boston College football quarterback, Doug Flutie’s 1984 “Hail Mary” final second, game winning pass against Miami has become an iconic collegiate football play that underscores how quickly an event can change. Flutie later remarked that the play was specifically designed and was practiced hundreds of times never knowing if or when [...]

    2019-12-16T14:14:31-05:00December 16th, 2019|Insurance|
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