CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years. Mom (who is 70) is on Social Security and worked part time at Burt’s … [Read more...]
How Much Can You Earn Without Paying Taxes On Social Security?
CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years. In another post I discussed how much someone can earn without having to file … [Read more...]
Living Trusts versus Wills: Which Is Better?
Answer: It Depends Recently a client asked me for my thoughts on Wills versus trusts. Wouldn't she have been surprised if I answered, "I really don't have any; whatever the client feels like." Of … [Read more...]
Tackling the North Carolina Medicaid Application Monster
Once a fairly routine procedure, applying for nursing home Medicaid has gotten much more difficult. Perhaps rising budget concerns and controlling Medicaid is the reason. The North Carolina Medicaid … [Read more...]
COLA Season! Social Security, Medicare, VA, SSI, Medicaid Adjusted
Social Security recently announced a cost of living adjustment (COLA) for 2019. The 2.8% adjustment is important to more than seniors looking forward to the monthly benefit check because it drives a … [Read more...]
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