Category: FINANCE & LEGAL
Help! My insurance plan no longer covers my prescription
By Patricia Prewitt My Personal Rx Adviser A client who attended a local consumer education class in 2023 reached out to me a few weeks ago to ask about a notice he received from his prescription plan. A medication he has...
Read MoreDon’t spread your loot among lots of banks – here’s why
By Alexis Levitt Lately I’ve been seeing clients who have spread their accounts over many different banks. My sense is that people do this over time, chasing good interest rates, and not exactly meaning to have so many banks in...
Read MoreABLE accounts help people with special needs build savings, assets
By Chris Hansen I think he knew what I was up to that gloomy spring morning. My non-verbal nephew Erik greeted me with a big smile as I was pouring my coffee. “Hello,” I said, and with a big smile on his face he replied, clear...
Read MoreWhat Tom Selleck did not say, touting reverse mortgages, TV pitchman gained fame, but there’s more you need to know
By George A. Downey Motion-picture and television actor Tom Selleck became the face of reverse mortgages through TV advertising. Unfortunately, his message to “explore the potential” has been confused as a recommendation that...
Read MoreAwareness is your best defense – Top 5 Social Security scams
By Delia De Mello Did you join us for “Slam the Scam” Day in March? If so, you know how important it is to raise awareness about government imposter scams. That’s why we want you to have all the information you need to protect...
Read MoreThink you don’t need to do any estate planning? Here’s why you do
By Elizabeth A. Caruso, Esq. Legal Legacy Planning, LLC This month’s Elder Law Myth Busters column will debunk the most frequently used excuses as to why people do not need to do estate planning. 1. Estate planning...
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Marcia Mantell, of BoomerRetirementBriefs.com, on Social Security
Marcia Mantell, of BoomerRetirementBriefs.com, on Social Security Listen to Spotify Social...
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MY GENERATION PODCAST: Jay Tolman, Home Instead Norwell
Jay Tolman, Home Instead Norwell Listen to Spotify Aging in Place is a growing movement. Many...
Read MoreSlam the scam: How to spot government imposters trying to steal your money
By Delia De Mello, Social Security Do you know how to spot a government imposter scam? We continue to raise public awareness about Social Security-related and other government imposter scams during the fifth annual “Slam...
Read MoreQuestions and answers about saving on prescription costs with a high-deductible health plan
By Patricia Prewitt My Personal Rx Adviser I spoke with a client who is still working, and, for the first time, elected to choose the high-deductible health insurance plan (HDP) offered by his employer. Now that the new...
Read MoreELDER LAW MYTH BUSTERS
You need more than the ‘luck of the Irish’ to avoid probate court decisions on your estate plan By Elizabeth A. Caruso, Esq. Legal Legacy Planning, LLC Don’t leave your estate plan to luck! If you do not have a...
Read MoreHELOC payment surprises threaten homeowners
Overlooked provision in home equity credit lines confront homeowners and may trigger foreclosure. By George A. Downey The popular Home Equity Line of Credit (HELOC) adjustable-rate loans made tapping home equity easy and...
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