Is Social Security Dead? Maybe.

Is Social Security Dead? Maybe.

Social Security has always been a hot topic politically. There are almost no circumstances in which an elected official would ever even imply that Social Security should be cut. But this is 2020. Starting today, September 1st — two months before Election Day —...
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.  It may be one which many people simply never complete in terms of paperwork. Doing that is actually a big...
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...