Financial Actions after an Alzheimer’s Diagnosis
If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.
Ethan Huizenga
July 23, 2021
Traditional IRA vs Roth IRA
Traditional IRAs have been available to retirement savers who have earned income since 1974. That’s 23 years longer than Roth IRAs (introduced in 1997) have been on the scene. The big difference between these two types of individual retirement savings vehicles is when you pay federal (and possibly state) income tax on your savings.
Ethan Huizenga
July 22, 2021
Will Medicaid Estate Recovery Come after Me?
Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.
Ethan Huizenga
July 21, 2021
Is Chronic Pain and Dementia Linked?
Chronic pain can be a sign of emerging dementia up to 16 years before the brain disease itself is diagnosed, according to findings published in the journal Pain.
Ethan Huizenga
July 20, 2021
4 Social Security Steps after Someone Dies
When a loved one passes away, there are usually various arrangements that need to be made. One of the tasks to oversee will involve reporting the death to the Social Security Administration.
Ethan Huizenga
July 19, 2021
What Happens to My Mortgage When I Die?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
Ethan Huizenga
July 10, 2021
How Seniors Can Benefit from Walmart+
If you rely on prescription medications to stay healthy, Walmart is offering a new perk that could cut your costs.
Ethan Huizenga
July 8, 2021
Donating Can Reduce Estate Taxes
Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent article from CNBC entitled “Here’s how to reduce exposure to tax increases with charitable contributions.” Charitable remainder trusts (CRTs) and Donor Advised Funds (DAFs) are options for people who are…
Ethan Huizenga
July 7, 2021
Claiming Social Security? 4 Must-Knows
You may be someone who looks forward to the day you retire, or you could be someone who plans on working for as long as possible. No matter which category you fall into, you should do some retirement planning in preparation for this major milestone.
Ethan Huizenga
July 6, 2021
7 Habits to Help Prevent Alzheimer’s
Here are seven habits that can boost your brain health in your 50s and beyond.
Ethan Huizenga
June 24, 2021
