Category: FINANCE & LEGAL
SOCIAL SECURITY EXPANDS OUTREACH AND ACCESS FOR SS...
Jul 28, 2023 | FINANCE & LEGAL |
My Generation Podcast – SSSN Podcast with Elizabet...
Jul 19, 2023 | FINANCE & LEGAL, PODCASTS |
First Steps to Take After a Loved One Passes Away
Jun 28, 2023 | FINANCE & LEGAL |
My Generation Podcast – The Dean of Reverse Mortga...
Jun 16, 2023 | FINANCE & LEGAL, PODCASTS |
ELIGIBILITY FOR SPOUSE’S BENEFITS
May 30, 2023 | FINANCE & LEGAL, LIFE |
Help! I Need to Probate Someone’s Estate, but It’s Such a Small Amount. Is There an Easy Way to Do This?
Aug 31, 2023 | FINANCE & LEGAL, LOCAL | 0 |
By Alexis Levitt, Esq. Yes! In Massachusetts, we have three types of probates: voluntary, informal, and formal. If someone dies with probate assets of $25,000 or less, plus a car, then you only need to bring a “voluntary”...
Read MoreSocial Security Column: ARE YOU AGE 70 OR OLDER AND NOT YET RECEIVING BENEFITS?Social Security Column:
Aug 31, 2023 | FINANCE & LEGAL | 0 |
By Delia De MelloSocial Security Retirement is not one-size-fits-all. It can mean different things...
Read MoreELDER LAW MYTH BUSTERS
Aug 31, 2023 | FINANCE & LEGAL | 0 |
By Elizabeth Caruso, Esq. Myth or Fact? If I am married and need to go to a nursing home, only my assets will count toward my MassHealth eligibility, not my spouse’s. This is a MYTH! Medicaid is the government program that pays...
Read MoreHow To Lock-In Historic Home Values Without Selling
Aug 30, 2023 | FINANCE & LEGAL | 0 |
Record setting home price increases enable older homeowners the ability to increase financial security and facilitate aging-in-place.George A. Downey, August 15, 2023According to the S&P/Case-Shiller U.S National Home Price...
Read More‘Retirement Dreams or Nightmares?’ Half-Retirement Program? Yes, it is a thing.
Aug 30, 2023 | FINANCE & LEGAL | 0 |
By Steve Dubin The idea of full retirement is a bit frightening. The loss of income, the great expanse of free time, the loss of identity. Well, there is another option. Half-Retirement Program allows you to step away without...
Read MoreA Primer on Patient Assistance Programs
Aug 30, 2023 | FINANCE & LEGAL, HEALTH | 0 |
By Patricia Prewitt, Consumer Education Advocate Have you ever wondered about those television commercials that urge you: “Call 1-800-000-0000 if you cannot afford these medications—XYZ company may be able to help?” Most major...
Read MoreThe Wicked Smart Investor: Don’t Fall Through the Convenience Trap Door The Wicked Smart Investor:
Aug 30, 2023 | FINANCE & LEGAL | 0 |
By Chris Hanson, Esq. A talented horror story writer can masterfully turn a happy occasion into a bone-chilling tale of terror. When you start a dream job, mismanaging your existing 401k can be the opening paragraph of another...
Read MorePayment Shocks Await Seniors with Home Equity Lines of Credit
Jul 28, 2023 | FINANCE & LEGAL | 0 |
HELOC monthly payment increases challenge borrowers and threaten financial security of those with limited savings and income.George A. Downey, July 15, 2023 The traditional Home Equity Line Of Credit (HELOC) provided an easy...
Read MoreSOCIAL SECURITY EXPANDS OUTREACH AND ACCESS FOR SSI
Jul 28, 2023 | FINANCE & LEGAL | 0 |
By Delia De MelloSocial Security Social Security has expanded its outreach to people in critical...
Read MoreMy Generation Podcast – SSSN Podcast with Elizabeth Caruso, Legacy Legal Planning, LLC
Jul 19, 2023 | FINANCE & LEGAL, PODCASTS | 0 |
Elizabeth Caruso, Legacy Legal Planning, LLC Listen On Spotify In this segment of the My...
Read MoreThe Wicked Smart Investor “Owning Up to Your Mistake May Lead to Sweet Success”
Jun 28, 2023 | FINANCE & LEGAL | 0 |
By Chris Hanson Mistakes are peculiar things; everyone makes them but few of us are willing to admit to them. Frequently, the more educated and intelligent a person is, the harder it is for them to admit they are wrong. It’s as...
Read MoreSecrets to Saving Money on Brand Name Prescriptions
Jun 28, 2023 | FINANCE & LEGAL | 0 |
By Patricia PrewittConsumer Education Advocate Most of us have seen the commercials on television claiming to “pay zero or $5.00” for a prescription brand name product. But how many people actually call the phone number, or...
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