New VA Rules – How could it affect you?

The following is an urgent message that could impact you or a loved one. On September 18, 2018, the Department of Veterans Affairs (“VA”) published its final rule for needs-based benefits, including the VA pension program that assists many of our clients with long-term care related expenses. For example, any gifts that you made in [...]

September 28th, 2018|

Do Not Plan or Save at Your Own Retirement Peril

A significant portion of Americans are saving nothing for retirement and very little in their day to day lives. While the unemployment rate is low and wages are seeing an increase, the American worker is not saving enough of their income which will inevitably lead to short falls of operational cash during an unexpected crisis [...]

September 20th, 2018|

3 Things to Consider When Your Special Needs Child Turns 18

Having a special needs child has many challenges. One of the toughest challenges faced by many parents is knowing how to best care for their special needs child as they reach adulthood. There are many areas that need consideration when planning for the transition of a special needs child to adulthood. Let’s take a look [...]

September 14th, 2018|