Court Overturns Obama Rule Protecting Investors Saving for Retirement
A U.S. court has struck down a rule intended to prevent financial advisers from steering their clients to bad retirement investments, but there is a new proposal to address the same problem.
A Guidebook to Planning for Old Age
Are you ready for old age? An essential and empowering book addresses the important issues and directs readers to a myriad of resources to help them plan for the realities of aging.
Five Planning Pointers for Parents with Disabled Children
A parent is irreplaceable, but someone will have to fill in if the worst happens.
Qualifying for Supplemental Security Income (SSI) After a Transfer of Assets
If your resources are above the Supplemental Security Income (SSI) program’s resource limits of $2,000 for an individual or $3,000 for a married couple, you may be able to “spend down” to qualify for SSI, similar to the process to qualify for the Medicaid program.