by Christine | Jan 23, 2014 | Uncategorized |
“Hopefully, older adults who previously were unable to afford to see a therapist will now be more likely to do so,” said Andrea Callow, a policy lawyer with the Center for Medicare Advocacy. Now that 2014 is officially here, it's time to start reviewing the...
by Christine | Jan 22, 2014 | Annuity, College Planning, Estate Planning, Trusts |
People who take good care of their children take good care of their money, and people who take good care of their money take good care of their children. Money can bring about both the good and the bad, depending on how one uses it. So you can imagine how concerning...
by Christine | Jan 21, 2014 | Elder Care, Elder Law, Insurance, Medicare |
If a beneficiary disagrees with a decision, there are reconsideration and appeals procedures within the Medicare program. Medicare approvals can be tough at times, and some may find their claims come up with the big "D" – denial. So what happens when...
by Christine | Jan 20, 2014 | Business Sale, Small Business, Succession Planning |
For business owners that have also established their business as a corporation (not an option for partnerships), an Employee Stock Ownership Plan (or ESOP) may provide a better retirement option. How you go about selling your business is completely up to you. ...
by Christine | Jan 17, 2014 | Estate Planning, Roth IRA |
Conversions from regular IRAs to Roth retirement accounts increased more than nine times in 2010, rising to $64.8 billion from $6.8 billion in 2009, according to data released [January 3rd] by the Internal Revenue Service. As reported in Bloomberg on the day of an IRS...
