17 09, 2021

It’s Medicare Open Enrollment Time: Is Your Plan Still Working for You?

2021-09-14T17:48:44-04:00September 17th, 2021|

Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for them. During Medicare's Open Enrollment Period, which runs from October 15 to December 7, beneficiaries [...]

10 09, 2021

How to Use Intrafamily Loans as Part of Your Estate Plan

2021-09-10T13:31:04-04:00September 10th, 2021|

When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the [...]

3 09, 2021

Online Survey Helps Older Adults Assess Their Financial Vulnerability

2021-09-03T09:20:34-04:00September 3rd, 2021|

All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be scammed. An online survey can help older adults (or their caregivers) assess their risk of being exploited based on how they [...]