In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…
ICYMI | Medicaid Qualifying Strategies When There Is No Time to Plan
How a Financial Planner Can Intervene in a Crisis
In Brief As people age, disability can strike with little to no warning, leaving scant time for individuals and families to craft a financial plan.…
Financial Planning Challenges Facing Older Americans
How CPAs Can Help
In Brief As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to…
In Brief For elderly individuals entering into nursing care, financial assistance through Medicaid can defray the often significant costs. But Medicaid has stringent needs based…
Getting Older Without Family
Addressing Personal, Legal, and Financial Concerns
The American Association of Retired Persons (AARP) projects that by 2030, approximately 16% of women will be between 80 and 84 years old and childless…
Medicaid Qualifying Strategies When There Is No Time to Plan
How a Financial Planner Can Intervene in a Crisis
In Brief As people age, disability can strike with little to no warning, leaving scant time for individuals and families to craft a financial plan.…