Beginning next year, in a pilot program being tested in six states – including Washington State, home to Life Point Law and AgingOptions – people enrolled in traditional Medicare will be faced with the requirement to get advanced approval, called prior...
Do you need a financial advisor? If you’re a regular listener to AgingOptions or a reader of the Blog, we imagine you know how we would answer that question. But in spite of the advice from estate planning experts, reports such as this recent article...
Remember that place you worked for three or four years back in your forties? Do you remember whether or not you ever got around to signing up for that company’s 401(k) plan with the company match? Come to think of it, after you left, you also never got around to...
For years now, we’ve all heard about what’s often called “the great wealth transfer.” It’s a combination of demographics and economics. As the baby boom generation passes from the scene in the next decade or three, all the accumulated wealth which this...
Are you a wealthy person? Most of us will answer that question based on our own assessment of our finances. For the majority of us, the definition of “wealth” equals one thing: money. But that definition may be far too narrow, and discovering the different types of...
As we read about the political maneuvering and posturing in our nation’s capital, it’s often easy to dismiss all the noise because “it doesn’t affect us.” One case in point involves the cuts to Medicaid that were included in the legislation nicknamed “One Big,...
