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...]
Round Tuits and Lost Opportunities
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 … [Read more...]
Naming A Trust As IRA Beneficiary: Great Idea? Bad Idea?
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 … [Read more...]
Kill Your IRA. Get Away With Murder.
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 … [Read more...]
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