Medicare and Medicare Advantage plans cover care in a Skilled Nursing Facility (SNF) for up to 100 days if you continue to meet the care requirements. This big “if’ is often both misunderstood and misinterpreted. What is Skilled Nursing Facility (SNF) Care Anyway? SNF Care is health care provided by skilled nurses and therapy staff […]
I am thrilled to announce that we’ll be celebrating our 35th Anniversary in 2018! This calls for celebration, but also forward thinking, as our greatest accomplishments still lie ahead. When our company was founded in 1983, we could hardly imagine our growth to a nationally recognized financial planning firm, with three service offerings, seven offices […]
Are you the sole owner and employee of a business? Do you want to maximize tax-deductible retirement savings? You may be eligible for a one-participant retirement plan, which covers an owner, or an owner and spouse, in a business with no other employees. As such the plan is not subject to nondiscrimination testing and has […]
Do you have a “superman” complex, and think you’ll never get hurt or sick? Maybe you plan on getting your estate in order when you’re older; after all, you’re young and healthy! Did you know that the three largest legal battles regarding health care issues involved women under the age of 30 – Nancy Cruzan, […]
The terms estate tax and inheritance tax are often used interchangeably, which can cause confusion. On the surface, it might seem like the two terms refer to the same tax but, in fact, estate and inheritance tax are two very different things. The largest difference between the two is who is paying the tax; a […]
If you’re considering hiring a financial planner, make sure to raise these six critical questions: 1) What credentials or certifications do you have? The financial industry is notorious for acronyms and abbreviations that can often be quite confusing, leaving you drowning in a big bowl of alphabet soup. The countless degrees and designations some financial professionals […]