Mistakes Most Retirees Make When Planning for Healthcare in Retirement

Mistakes Most Retirees Make When Planning for Healthcare in Retirement

What is your most important asset as you enter retirement?
Is it your home? Is it your financial portfolio? Is it your long-term care policy? Is it your close-knit family?
 No, no, no, and no.
 Your most important asset in retirement will prove to be your health. Your...

What is a Geriatric Care Manager, and what do they do?

This week we learn about Geriatric Care Managers. Who are geriatric care managers (GCMs) and what do they do? GCMs play a huge part in the work that we do to help clients prepare for Medicaid. In general, most GCMs are nurses or social workers by trade, but that is...
Your Kids Still Don’t Want Your Stuff- or Your Parents’ Stuff

Your Kids Still Don’t Want Your Stuff- or Your Parents’ Stuff

Hey, boomer parents! If you haven’t discovered the hard truth already, here it is: your kids still don’t want all the stuff you’ve accumulated over the years. And neither do your grandkids. This may come as a shock to boomers seeking to declutter and downsize, but the...
Medicare Advantage Open Enrollment: How to Change Plans, and Why

Medicare Advantage Open Enrollment: How to Change Plans, and Why

If you started 2026 with a Medicare Advantage plan that you’re unhappy with, you’re stuck for the rest of the year – right? Wrong. Turns out you have until the end of March to make a change, which under the right circumstances might be a worthwhile option. Contrary to...