Establishing Residency in a New State

Establishing Residency in a New State

America is unique in the way it has so many different systems of government (states plus federal). This can make relocating to another state a confusing process, one which many people simply never complete in terms of paperwork. Doing that is actually a big disservice...
Hot Take: Don’t Save for Junior’s Tuition

Hot Take: Don’t Save for Junior’s Tuition

Are you a woman in your 40s thinking about your financial future? Do you have young kids? Are you stressing out about saving money for their college education?  Here’s a hot take: I don’t think it’s a good idea to be saving money for their college...

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...
A Cautionary Tale About Retirement

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...