Category: FINANCE & LEGAL
Navigating medication costs in 2025 – how to make sense of all the prescription plan options
By Patricia PrewittMy Personal Rx Adviser With the arrival of 2025, you may be noticing changes to copays or coverage for your medications. I hope these changes are working in your favor. Here are a few reasons why changes...
Read MoreTrust me: The best way to handle property transactions as part of an estate plan
By Elizabeth A. Caruso, Esq. Myth or Fact? “I do not need to put my house into a trust because I have a power of attorney.”This is a Myth!Having a valid power of attorney in place is a great to start to having a comprehensive...
Read MoreIntroducing Empowered Aging Community: A new resource for older adults and their families
By Leon Merian, Leon Merian GroupSenior Focused Real Estate Services As a Realtor with the Seniors Real Estate Specialist (SRES) designation, I’ve worked closely with older adults and their families, often during life’s pivotal...
Read MoreFederally insured reverse mortgage provides unique and safe way for older homeowners to use home equity without selling
By George A. Downey Homeowners (62 and older) should consider the potential benefits a Home Equity Conversion Mortgage (HECM) reverse mortgage can provide. Designed for those who want to age in place, this program is unique,...
Read MoreAre you age 70 or older? Here’s why you should be receiving Social Security benefits
By Delia De Mello Retirement is not one-size-fits-all. It can mean different things to different people. Perhaps you have not applied for Social Security retirement benefits because you’re still working or are delaying applying...
Read MoreSome final thoughts from the Wicked Smart Investor
By Laura Sorgi I don’t profess to be a wicked smart investor, but as a fellow CPA and a lifelong friend of the original wicked smart investor, Christopher Hanson, hopefully I can write a column to live up to his high...
Read MoreWhat’s new for Medicare in 2025?
By Patricia PrewittMy Personal Rx Adviser Many of you may be hoping to see savings in 2025 with the new $2,000 out-of-pocket cap for Medicare enrollees. The Kaiser Family Foundation estimates that close to 7 million Medicare...
Read MoreThinking about transferring ownership of your home to a child? Think about this first…
By Elizabeth A. Caruso, Esq. Happy New Year! Here at Elder Law Myth Busters, I want to start off the new year busting the myth in the number-one question I receive from clients: “I can just transfer my home to my child right?”...
Read MoreRetirement Dreams or Nightmares
New Year Transitions, part deux By Steven V. Dubin Over the course of 30-plus years in working with small business clients, my firm has worked with a number of business owners transitioning toward retirement. For many, it’s 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...
Read MoreSocial Security’s FAQ page can answer your important questions
By Delia De Mello There are many online resources about Social Security, but it is important that you visit our official website – SSA.gov – for the most accurate and up-to-date answers. You can find lots of information about...
Read MoreHamel-Lydon Chapel & Cremation Service presents Compassionate Service Awards
Hamel-Lydon Chapel & Cremation Service of Massachusetts appreciates the special care and dedication that frontline healthcare workers provide for their patients and families. In the spirit of compassionate service,...
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