Once a fairly routine procedure, the North Carolina Medicaid application process has gotten much more difficult. Perhaps rising budget concerns and controlling Medicaid is the reason.
The North Carolina Medicaid Application Problem
Medicaid has always placed restrictions on the … Continue Reading
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 number of other important benefit levels as well.
In addition to Social … Continue Reading
It happens several times a year.
The appointment ‘blurb’ in my calendar says, “Cindy Swanson and Cheryl Flinster. To discuss Medicaid and asset protection for Cheryl and Ron Flinster. Cindy is their daughter and Ron is in rehab.”
Two days before the appointment we receive … Continue Reading
This is the most advanced topic I have written for my public readers. But it can be an important topic, so hang in there.
According to conventional wisdom you should always name your spouse as beneficiary of an IRA. But if you are at all interested in asset protection that may … Continue Reading
For many people, this may be a great time to kill a traditional IRA. Dismantle it. Take it down. Cash it in. Or at least start that process and save thousands of tax dollars doing it. Especially as we head into the home stretch of the year.
Many of my financial advisor friends … Continue Reading