Latest Blog Posts

What are some tips for creating a home inventory?

Posted on: February 9th, 2017
Imagine having to remember and describe every item in your home, especially after you've been the victim of a fire, theft, or natural disaster. Rather than relying on your memory, you may want to prepare a home inventory — a detailed record of all your personal property. This record can help substantiate an insurance claim, support a police report when items are stolen, or prove a loss to the IRS. Here are some tips to get started....

Understanding the Tax Consequences of Inheriting a Roth IRA

Posted on: September 1st, 2016
Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences....

Jumbo Reverse Mortgages Are Increasingly Available for High-Value Homes

Posted on: August 31st, 2016
Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement. As the housing market has improved, jumbo reverse mortgages are becoming more popular even though they carry some risk....

Revoking a Power of Attorney

Posted on: August 29th, 2016
If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to ensure the document is properly revoked....

Medicare Coverage While Traveling Within the U.S.

Posted on: August 22nd, 2016
When people retire they often have more time to travel. Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?...

Most Caregivers Are Now Entitled to Minimum Wage and Overtime Pay

Posted on: July 14th, 2016
The federal government recently extended minimum wage and overtime protections to most home health care workers. If you are hiring a caregiver for yourself or an elderly loved one, you need to become familiar with the rules, even if the paid caregiver is a family member....
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