Dear Ribbit,My wife and I are considering a reverse mortgage, since we have a lot of equity in our home and very little cash flow. She is in the early stages of dementia. Would the reverse mortgage affect Medicaid eligibility, … [Read more...]
Print This PageTax Advantages and Overlooked Deductions for Retirees
March 10, 2017 by
Q. April 15 is quickly approaching, and my husband and I are planning on doing our taxes soon. As retirees, I know that there must be some deductions that we may be overlooking. Of course, similar to most seniors on a fixed … [Read more...]
Print This PageTop 16 Articles of 2016
January 3, 2017 by
From the presidential candidates’ views on Social Security, Medicare, and Medicaid, to a new president being elected, we covered a lot of ground in 2016. It was a year that included the passing of the Special Needs Trust Fairness … [Read more...]
Print This PageCritter Corner: Should I Get Long-Term Care Insurance?
June 9, 2016 by
Dear Baxter,My neighbor is an insurance agent who keeps bothering me about long-term care insurance. I try to avoid her, but lately it hasn’t been working. To help me make an educated decision, can you provide some reasons I … [Read more...]
Print This PageApril 29 Marks the End of a Major Social Security Loophole
April 15, 2016 by
Q. I remember reading an article that you published last fall about The Bipartisan Budget Act of 2015, where you mentioned that the end of file-and-suspend would be happening in six months. I am concerned about the impending … [Read more...]
Print This PageLong-Term Care Insurance: Yes or No?
March 17, 2016 by
Q. Long-term care is a subject we’ve been avoiding for years, but as we are getting older and less able to do things for ourselves due to physical ailments, my wife and I finally sat down to talk about it. At first, long-term care … [Read more...]
Print This PageTop 15 Articles of 2015
December 30, 2015 by
From the 50th birthday of Medicaid and Medicare and the 80th birthday of Social Security to the once-a-decade White House Conference on Aging, we covered a lot of ground in 2015. It was a year that included a new act being passed … [Read more...]
Print This PageWhat Type of Baby Boomer are You?
June 2, 2015 by
Baby boomers, or those born between 1946 and 1964, make up nearly 30% of the U.S. population. With this group reaching retirement age, new concerns are emerging when it comes to planning for retirement and long-term … [Read more...]
Print This PageSeniors Should Consider Cruise Ships Rather than Nursing Homes
April 1, 2015 by
About 2 years ago my wife and I were on a cruise through the western Mediterranean aboard a Princess liner. At dinner we noticed a senior lady sitting alone along the rail of the grand stairway in the main dining room. I also … [Read more...]
Print This PageNew Case Showing Why Domestic Asset Protection Trusts (DAPTs) Don’t Work!
March 24, 2015 by
Dr. Charles Dahl and his wife Kim were married for eighteen years. In 2002, Charles executed a trust entitled "The Dahl Family Irrevocable Trust" that named Charles as Settlor, his brother Robert as Investment Trustee, and Nevada … [Read more...]
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