Category: Uncategorized

Leaving a Living Legacy, Beyond the Inheritance Webinar

          Leaving a living legacy.  Your legacy is the stories of your experiences, values, and skills. Adding your story to your estate plan can be a gift to your beneficiaries more valuable than money itself.  Join Jeff in his webinar on Wednesday, July 8 at 12:00 PM and begin writing your […]

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Paying Family Caregivers through Medicaid: Self-Directed Care

In a prior post, we reviewed how Structured Family Caregiving under Indiana Medicaid’s waiver services can compensate a family caregiver.  Another program under Indiana’s Medicaid waiver services that can compensate the family caregiver is the self-directed care program. What is Self-Directed Care? Rather than use a third party to provide Medicaid funded care, waiver recipients […]

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Budgeting: The Five Uses of Money with Scott Goldsmith

Once an individual is approved for Medicaid benefits, he or she will receive such benefits subject to the payment of his or her liability. The liability is similar to a copayment under traditional insurance and is calculated based on the recipient’s income. While a solid legal plan can protect marital assets, a portion of the […]

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Pandemic Relief: Retirement Account Owners Do Not Have to Take Required Distributions in 2020

Retirement account owners, many of whose retirement balances have been pummeled by a stock market drop due to the coronavirus pandemic, do not have to take mandatory withdrawals this year. Federal law requires individuals who were age 70 1/2 before the end of 2019 to begin taking required minimum distributions (RMDs) from their retirement plan in […]

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Yes, You Can Receive Unemployment and Social Security at the Same Time

The COVID-19 pandemic has sent unemployment to its highest levels since the Great Depression, and older workers have been particularly hard hit, with one in five over age 55 now out of work, according to one estimate. Many people continue to work beyond retirement age, either by choice or out of necessity, at the same […]

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Census 2020: Counting Those in Nursing Homes

The 2020 census has started, and seniors need to be counted. The U.S Constitution mandates that the federal government conduct a census every 10 years. Information from the census is used to determine how many representatives each state sends to Congress as well as where hundreds of billions of dollars from federal programs, such as […]

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