Life Transitions Planning

Working From Home: Tips for Success

Feb 12, 2021

Little more than a year ago, many people would have said that the opportunity to work from home soun...

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

When Should You Update Your Estate Plan?

Aug 14, 2014

Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...

Social Security Announces New Online Services Available

Jan 18, 2013

Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the serv...

Property Tax Exemption Extended To Nursing Home Residents

Dec 16, 2012

Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residen...

Medicare Skilled Care Coverage Standard To Change

Dec 16, 2012

In a major change in Medicare policy, the Obama administration has provisionally agreed to end Medic...

Boomers Hunt For Smaller Houses

Dec 16, 2012

When it comes to housing, baby boomers differ from other home hunters in that they have more equity ...

Social Security Benefits To Edge Up Only 1.7 Percent

Nov 06, 2012

The nation’s elderly and disabled Social Security recipients will receive a 1.7 percent increase i...

Deadlines For Medicare Coverage Choices

Nov 06, 2012

Open enrollment started on October 15, 2012 for 2013 enrollment. You have until December 7 to pick a...

Reverse Mortgages Are Causing Some To Lose Their Homes

Nov 06, 2012

A reverse mortgage can be a great tool in the right circumstances, but if you aren’t careful you c...