Case Study: The Medicaid Spend-Down By Judy Heft

Case Study: The Medicaid Spend-Down

My favorite part of being a Financial Concierge is forming lasting relationships with my clients. Part of the skill set for helping people over so many years is being able to adapt to their changing needs. Recently I had the opportunity to help someone apply for Medicaid. When I first… Continue Reading..
A Cautionary Tale About Retirement By Judy Heft

A Cautionary Tale About Retirement

In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency situations. Typical things they may pay for include: Heating or… Continue Reading..
Goodbye, Horrible Winters: How to Move to a New State the Right Way

Goodbye, Horrible Winters: How to Move to a New State the Right Way

Recently I spent some time in Fort Lauderdale, on Florida’s southeastern coast. It was November, and the temperature did not drop below 50 degrees at night and the days were in the 70s and low 80s. Everything was big, new, and the people on the beach were shiny. It was… Continue Reading..