clear, accessible guide to key insurance options for seniors—including Medicare Advantage, long-term care, life insurance, and annuities—to help you plan with confidence.
Category: Financial Services Articles
Trust vs. Will: Understanding the Key Differences
North Carolina elder law attorney Louise M. Paglen explains the key differences between wills and trusts, and when each may be the right choice.
Cash Buyer, Mortgage, Payment, or H4P
by Mark Schumacher, Home Equity Retirement Originator, Retirement Funding Solutions In 2009, the US housing market was hurting. Home… Read more »
Ask the Expert: What is the 5-Year Medicaid Lookback?
The Medicaid 5-year lookback can delay benefits if assets are transferred too late. Learn how early planning and trusts can protect your eligibility.
Tips for Easing the Transitioning Process for Seniors
Practical tips for seniors to make selling a home and moving into a new space smoother, less stressful, and better organized.
The Power, and Peril, of Powers of Attorney
Powers of Attorney can protect your interests or put them at risk. Learn the differences between Health Care and Durable POAs, and how to choose a trustworthy agent.
Paying for Long-Term Care
Learn how a reverse mortgage line of credit can help cover long-term care expenses and provide a self-insured financial safety net.
What is Elder Law?
Learn how elder law helps older adults and their families with estate planning, long-term care, guardianship, and protection from exploitation.
Are You Downsizing, Moving or Simplifying Your Life? When Is a Coin Dealer More Than A Coin Dealer?
Downsizing, selling, or investing? Learn how a knowledgeable coin dealer can help evaluate coins, jewelry, bullion, and sterling silver with expertise and care.
How to be in Tip Top Financial Shape Now!
By Debra L. Nelson, MSFS, CASL, Certified Financial Planner It is important to prioritize your financial well-being just as you prioritize… Read more »
