Most Recent Articles

My mother is 93 years old, and we are selling her home. She is on Medicare and Medicaid. She will not be in a nursing home; I will care for her in my own home. Can I invest the proceeds...

My mother would like to use a home equity loan to purchase a car. Will this affect her Medicaid status?...

My sister is 64 years old and is going to a nursing home because she has dementia. She receives Medicaid for health insurance, and she gets Social Security. She has a 20-year-old daughter living with her at her home. Will...

Our devices offer so many benefits and have become such an integral part of our lives that we often forget how much easier they make it for people to steal our information or take advantage of us.

The Qualified Medicare Beneficiary (QMB) Program is one of four types of Medicare Savings Programs. This fall, a new rule will ensure that many more people gain access to this valuable program.

As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings.

Medicare open enrollment is on the horizon. Start thinking about changes you may want to make to your coverage. Some significant changes have come along for Medicare, with more taking effect in the near future.

While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.

My father-in-law is currently in the hospital after some major heart issues. We've been told he needs to live in a skilled nursing facility. We were in the process of getting him Medicaid when this all happened, so now we...