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...]
Protect Your Social Security Check From Creditors
Can Social Security be garnished? Can a debt collector take your Social Security benefits? The collector from the credit card company just keeps calling. “Look . . . pay these bills of your … [Read more...]
Can You Dodge These Looming Threats?
You have that uneasy feeling that you ought to be doing something . . . just not sure what. Perhaps Mom or Dad has been exhibiting some troubling health symptoms. As the oldest/only/closest child you … [Read more...]
Should Special Needs Trust Beneficiaries Eat Their Pets?
Updated April 14, 2017 Recent Question: Bob, is it OK for the trustee of a special needs trust to purchase a $2,000 pure bred spaniel for the trust beneficiary, Edwina? Recent Answer: Only if … [Read more...]
CASH-IN A BIG IRA AND PAY BIG MEDICARE PREMIUMS
What does cashing in an IRA, or perhaps converting to a Roth IRA, have to do with Medicare premiums? Maybe a lot . . . a lot of your money. Occasionally a person going into a nursing home may … [Read more...]
