Partner Content: The Impact of Retirement Plans on Medicaid Eligibility

It is a misconception that a sizeable retirement plan, such as an IRA, 401K, or 403B, prevents one from qualifying for Medicaid. Luckily, in New York State, this is not […] Read more »

Partner Content: A Year-Round Oasis on the Hudson

Sitting on the porch of my home on the Hudson, the Shattemuc Yacht Club, I experienced yet another exquisite sunset. I wondered how different (if at all) the view might […] Read more »

Partner Content: Issues to Consider When Marrying Later in Life

Love can bloom even in your golden years! Whether you’re tying the knot for the first time or giving it a second (or third) go-round, below are some long-term care […] Read more »

New York’s Zero Tolerance Law

Driving while intoxicated (DWI) in New York is treated as a serious matter, particularly for individuals under the age of 21. For young drivers, a DWI or any alcohol-related offense […] Read more »

Is it Ever a Good Time to Divulge Your Finances to Your Family?

It is understandable to want to maintain the privacy of your estate plan and finances. Yet, failing to disclose this crucial information to your loved ones before you become ill, […] Read more »

Partner Content: Can Medicaid Pay for My Stay at an Assisted Living Facility?

In their journey through the golden years, many seniors find themselves in a gray area where they are past the point of living safely and independently in their homes, but […] Read more »

FINANCIAL FOCUS®: Put your tax refund to work

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax refund. If you get a refund this year, how can […] Read more »

Partner Content: Can I Qualify for Medicaid by Making an Exempt Transfer?

In order to financially qualify for home care Medicaid (HCMA) or nursing home Medicaid (NHMA) in New York State, one’s liquid non-retirement assets must total below $31,175 for a single […] Read more »

How to Spot High-Paying Pokies on Pocket Pokies Online Casino

When it comes to online gambling, finding the right slot games (or “pokies” as Aussies affectionately call them) can make all the difference. If you’re diving into the vibrant world […] Read more »

Trusts & Mortgages are Not Mutually Exclusive

Too often, homeowners dismiss the idea of transferring their real property to an inter vivos trust (i.e., a trust that is created during one’s lifetime as opposed to a trust […] Read more »