Retirement Planning

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussing retirement planning, but what are the actual differences between the two?...

Elderlaw 101

For many Medicaid applicants, individual retirement accounts (IRAs) are one of their biggest assets.

Medicaid 101

There are as many opportunities to grow money as there are people with great ideas.  Here is a survey of types of investment what you might consider before making choices on saving for retirement. ...

Elderlaw 101

Retirement has changed radically over the last several decades in America. Years ago, you expected to work most of your life for a single, large employer and you then count on a pension. ...

Elderlaw 101

The main goal before you retire is to make sure that you have enough money when you do retire so you can maintain your standard of living. ...

Elderlaw 101

Your will is a legally-binding statement directing who will receive your property at your death.  Why should you have a will? Here are some reasons.

Elderlaw 101

Uncle Sam has strict rules on when you can and, later, must begin withdrawing funds from tax-deffered retirement accounts like 401(k)s and IRAs. Here's a rundown of the basic rules, which changed significantly as of January 1, 2020.

Elderlaw 101

Retirement has changed radically over the last several decades in America. Years ago, when you expected to work most of your life for a single, large employer, you could count on a pension. ...

Elderlaw 101

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money...

Elderlaw 101