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6 Medicaid Clauses That Can Jeopardize Inheritance Plans
Image source: PexelsFor many retirees, Medicaid is a financial lifeline that ensures access to essential long-term care services without draining…
7 Assisted Living Contracts That Can Lock You Into Debt
Image source: Pexels For many retirees, moving into an assisted living facility feels like a smart and safe step—ensuring daily…
What Happens If You Don’t Report New Income to Social Security?
Image source: Pexels Many retirees assume that once they’ve started receiving Social Security benefits, the amount will remain the same…
9 Triggers That Can Lead to an IRS Review After Age 65
Image source: Pexels Turning 65 often marks a major shift in financial life. Retirement income replaces wages, Social Security starts…
Why Are Some Retirees Being Declared “Financially Incompetent” Without Consent?
Image source: PexelsFor many older adults, independence is as much about financial control as it is about physical freedom. The…
Can Your Children Block You From Selling Your Own Home?
Image source: PexelsSelling your home in retirement can be a deeply personal and financial decision. It might be part of…
We Are Millionaires – Here’s a Snapshot of Our Lives
My mission is to share my unique Rich Habits research in order to add value to your life and help you realize…
Is Your Medicare Advantage Plan Undermining Your Health Care?
Image source: UnsplashFor millions of retirees, Medicare Advantage plans seem like the perfect solution–affordable premiums, bundled benefits, and a promise…
6 States That Quietly Tax Social Security More Than Others
Image source: UnsplashMany retirees choose where to spend their golden years based on sunshine, family proximity, or cost of living.…
Giving Intelligently and Responsibly Takes Time and Effort
Dear Dave,My wife and I have worked hard for many years. We’ve tried to be smart with our money, and…
