Mom is in an assisted living facility. Mom and Dad both receive Social Security (total is about $20,000). Dad receives a federal retirement system pension of $35,000. Because the assisted living … [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...]
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...]
A BOOK FOR ALL MORTALS
Physicians of the Victorian age had a saying, “The operation was a success, but the patient died.” Surgeon (and best-selling author) Atul Gawande, in Being Mortal, recounts the horrible last weeks of … [Read more...]
