Finances

11 posts

Putting 2018 To Rest

Organizing January is the perfect time to make new year’s resolutions and to organize yourself for filing 2018 income tax returns. Making new year’s resolutions is easy, mainly because we make and break the same ones every year. However, in 2018 there was a major tax revision act. That leaves many of us wondering whether to itemize deductions as we’ve […]

gift box with gold ribbon

Ho, Ho, Holiday Fraud

We’re not doing heaps of holiday spending, nor have we been traveling during November and December. And yet, we’ve been the target of not one, but two holiday fraud attempts. The need for holiday fraud awareness is certainly not restricted to those over 65. However, the grey hair of wisdom hasn’t made us any less vulnerable. Monday morning we got […]

Don’t Leave Your Future to Chance

Take Care of Your Physical, Mental & Financial Well-Being Did you know that many people pay too much for Medigap Supplementary and Medicare Part D prescription policies simply because they don’t take the time to visit Medicare.gov  between October 15 and December 7 each year? Deductibles go up and down, premiums vary, formularies change. Most people can change providers annually. To […]

Who’s in Your Wallet?

Financial fraud, scams and exploitation of the elderly is a multi-billion dollar industry. It’s not just “the mob”, overseas “pirates”, or corporations greedily infiltrating their come ons with nefarious fine print. Sometimes it’s a friend, a trusted caregiver or even a family member who gets a whiff of the green and decides to act out their dreams of living the high life. […]

Grabbing Our Advantage

In April the Centers for Medicare & Medicaid Services (CMS) announced it would allow non-skilled in-home supports to be added as a supplemental benefit for Medicare Advantage (MA) plans in 2019. As might be expected, corporations, such as major insurance carriers (Humana) and Home Health Care Agencies immediately began plans to capitalize on this new funding stream. One such player is […]