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One of the biggest challenges in planning for the future, especially as we near retirement age, is understanding how or even if we should plan for Medicaid and Medicare. After all, most of us have been told our entire adult lives that long term insurance...

Even the best laid plans for retirement are sometimes not what we thought they’d be. Few of us can take a step back, look at our overall retirement plans and say,  “Ah, just as I’d hoped.” Whether it’s the tough recession that took a chunk of our savings...

Remember your first home your purchased? The overwhelming excitement of opening the front door for the first time to a house that was really yours? Or maybe the skipped heartbeats when you signed the paperwork that promised you’d pay tens or hundreds...

Planning for retirement has its challenges and when it comes to medical care and taxes, it’s easy to get confused. The Medicaid 5 year look back period and spend down requirements often get twisted into various estate tax and gift tax limits, but rarely...