» Life Transitions Planning
Appointing Someone for Your Financial Decisions
June 28th, 2021
No one likes to think about the prospect of being unable to make important decisions for themselves. Yet the unfortunate reality is that many people find themselves in a position in which they are unable to make those decisions, including financial o…
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Tips to Protect Assets from Nursing Home Costs
May 18th, 2021
As difficult as it may be to think about, there is a decent likelihood that you may someday need care in a long-term care facility, as about forty percent of Americans who live to age 65 do. If you have ever had a close relative in a nursing home, yo…
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Working From Home: Tips for Success
February 12th, 2021
Little more than a year ago, many people would have said that the opportunity to work from home sounded like a dream. One year into the COVID-19 pandemic, and working from home is a reality for many people. And while it may have seemed like a great n…
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Categories: Life Transitions Planning
Financial Steps to Take if You're Moving Overseas
December 13th, 2018
Americans move overseas for a variety of reasons. Some fall in love with another land while traveling and decide to relocate permanently. Some, on the verge of retirement, believe their savings will last longer and afford them a better standard of li…
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Tougher Reverse Mortgage Rules to Take Effect
January 30th, 2015
Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out a reverse mortgage. The new rules are meant to prevent loan defaults, but they will make it much more difficult to get a reverse mortgage. A reverse…
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When Should You Update Your Estate Plan?
August 14th, 2014
Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events. Marriage Whether it is your first or a later marriage, you will need to update your estate plan after you g…
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Social Security Announces New Online Services Available
January 18th, 2013
Michael J. Astrue, Commissioner of Social Security, today announced the agency is expanding the services available with amy Social Security account, a personalized online account that people can use beginning in their working years and continuing thr…
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Property Tax Exemption Extended To Nursing Home Residents
December 16th, 2012
Generally, the Michigan principal residence exemption provides that a taxpayer’s principal residence is not subject to the “tax levied by a local school district for school operating purposes.” MCL 211.7cc. This amounts to a partial exemption f…
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Medicare Skilled Care Coverage Standard To Change
December 16th, 2012
In a major change in Medicare policy, the Obama administration has provisionally agreed to end Medicare’s longstanding practice of requiring that beneficiaries with chronic conditions and disabilities show a likelihood of improvement in order to re…
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Boomers Hunt for Smaller Houses
December 16th, 2012
When it comes to housing, baby boomers differ from other home hunters in that they have more equity in their homes and many are preparing to move. If housing experts are right, boomers—the 77 million Americans ages 48 to 66—soon may be a sweet sp…
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