Latest Articles

Do Surviving Spouses Have a Right to a 401(K) Or IRA?

Apr 12, 2011

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse wil...

New Medicare Numbers For 2011

Jan 19, 2011

The basic premium for Medicare Part B will be $115.40 a month in 2011, up from $110.50 in 2010 (a 4....

New Estate Tax Law: The Good, the Bad & the Ugly

Jan 19, 2011

The Good Congress has passed and the President has signed into law the deal extending the Bush ta...

8 Events That May Necessitate Estate Plan Revisions

Jan 19, 2011

Estate planning shouldn’t be thought of as a one-time proposition. Just like with financial planni...

Reviewing Your Medicare Plan More Important Than Ever

Nov 07, 2010

Medicare open enrollment is coming! During the annual open enrollment period, which runs from Novemb...

New, Little-known Dementia Affects 1.3 Million

Nov 07, 2010

Quick, what is the the second-most common type of progressive dementia in the elderly? Lewy body dem...

Online Service Helps Executors Locate Financial Info

Nov 07, 2010

One of the most challenging things for many executors is trying to locate and organize the decedent�...

The Medicare Skilled Nursing Care Benefit

Sep 19, 2010

Medicare Part A covers up to 100 days of “skilled nursing” care per spell of illness. However, t...

Social Security May Stop The Do-over Strategy

Sep 19, 2010

The Social Security Administration may soon eliminate a loophole that allows Social Security recipie...

New Web Site Promotes Senior Volunteer Opportunities

Sep 19, 2010

Seniors who want to remain active and engaged often turn to volunteering. A new government Web site ...