Carl Zacharia
Carl Zacharia discusses the 10 biggest mistakes that people make with regard to Estate Planning. This webinar will cover Powers of Attorney, Wills, Trusts, Beneficiary Designations and why they are all important for creating a cohesive estate plan.
To qualify for Medicaid, you must have limited income and assets (in most states, no more than $2,000 in your name). If you have more than that, you may find yourself having to "spend down" your extra assets to meet the $2,000 limit.
James Benedek
Research by the American College of Financial Services sheds light on the need for improvements in retirement financial literacy. The overall retirement income literacy score was just 31 percent -- a failing grade.Â
Benjamin W. Urso
Recently proposed legislation seeks to offer financial relief for unpaid family caregivers. Introduced in November 2023, the Lowering Costs for Caregivers Act of 2023Â is the result of a bipartisan effort to lessen the costs of family caregiving.
Carrie Conboy
