A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer...
Articles
Best New Year’s Resolution for your Family
Dec 27, 2019 | Asset Protection, Estate Planning, Retirement Planning
The best New Year’s resolution for 2020 may be to protect your family and loved ones by reviewing...
What Exactly is Meant by “Spending Down” Assets for Medicaid or MassHealth?
Jul 1, 2019 | Elder Care, Financial Management, Medicaid / MassHealth, Retirement Planning
To be able to pay for certain types of medical care with Medicaid known as MassHealth in...
Your Options for Paying for Nursing Home Care
Jun 20, 2019 | Estate Planning, Long-Term Care, Retirement Planning
If you’ve spent any amount of time investigating the possibility of nursing home care for yourself...
Tips for Retirement Planning with an IRA
May 1, 2019 | Financial Management, Retirement Planning
As the saying goes, the best time to start saving for your retirement is in your early 20s, but...
Can You Pass an Inherited Individual Retirement Account (IRA) to Your Children?
Mar 22, 2018 | Retirement Planning
April 15th or technically April 17th due to the Patriots Day holiday is approaching and you may be...