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Financial Health

Zeigler
Columnists Financial Health 

Market Volatility: How to Approach it

May 22, 2020 admin

If you are concerned about the recent performance of the market and its impact on your retirement, you’re not alone

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Financial Health
Columnists Financial Health 

Gifting Minimum Distributions to Charity

March 17, 2020 admin

By Pragya Murphy Many people spend years looking forward to retirement, but quite often when the time comes to take

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Financial Health
Columnists Financial Health 

SECURE Act: Retirement Planning Opportunities and Pitfalls

January 28, 2020 admin

By Susan L. King On Dec. 20, Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement Act

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Financial Health
Columnists Financial Health 

How Can I Be Sure I Don’t Become a Burden to My Loved Ones?

November 11, 2017November 12, 2017 admin

By David Zumpano No one wants to be a burden to their loved ones, but many do so because they

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Financial Health
Columnists Financial Health 

How Can I Be Sure I Qualify For Medicaid If I Have to Go to a Nursing Home

July 22, 2017July 22, 2017 admin

By David J. Zumpano Have you heard that if you need long-term care Medicaid can take your home? Have you

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Financial Health
Columnists Financial Health 

I Got My Healthcare Proxy at the Hospital

May 26, 2017May 26, 2017 admin

Is it enough get a proxy at the local hospital or from your doctor’s office? By David J. Zumpano Doctors

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Financial Health
Columnists Financial Health 

The Gift That Keeps On Giving

January 2, 2017 admin

By David J. Zumpano Betty had been a client for over 15 years. Her only daughter and her husband were

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Financial Health
Columnists Financial Health 

What Is Medicaid Planning?

October 15, 2016December 7, 2019 admin 0 Comments

By David J. Zumpano Mary recently went into the office of an estate planning attorney who also practices in Medicaid.

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Financial Health
Columnists Financial Health 

How Much Should Estate Planning Cost?

October 15, 2016 admin 0 Comments

Would you pick an estate plan that will cost you $950 or $10,000? By David J. Zumpano As an estate

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Financial Health
Columnists Financial Health 

Do You Know Lorraine?

October 13, 2016December 7, 2019 admin 0 Comments

Get your affairs in order before it is too late By David J. Zumpano Recently, while reading the obituaries, I

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