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May 2018
Dollar Sense

In Search of Long-Term Care Insurance? Avoid the Scammers

Agents selling fraudulent LTC policies are well trained to express sympathy for would-be customers who haven’t been able to find coverage or can’t afford the coverage they do find. To an unwary senior, that’s endearing.

Dollar Sense

Managing Money for Someone Else Friendly Help or Fraudulent Abuse?

The CFPBs Office for Older Americans provides tools that help senior make informed financial decisions and improve their financial security, as well as resources to help protect them from financial exploitation.

Dollar Sense

Potpourri: Stuff You Should Know to Protect Your Money and Benefits from Scams, Pitfalls and Unexpected Expenses

He robbed them of the ability to live normal lives, and bilked Medicare out of nearly a hundred million dollars. The employees shared in the proceeds of theft in the form of bonuses for keeping quiet, which allowed him to keep up the fraud for years.

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According to a website called you may still be able to get a bereavement fare at one of these airlines: Air Canada, Alaska Airlines, Delta Airlines, Lufthansa and WestJet.

Dollar Sense

Worried about Paying for Long-Term Care? Life Insurance May Help

Insurance sources at A Place for Mom noted that any type of life insurance – universal, whole life, term or group – should be convertible into a long-term care plan with a death benefit of $50,000 to $1 million.

Legal Ease

No, Someone Does Not Have to Act as Your Fiduciary, No Matter What You Want

Acting as a fiduciary is a serious undertaking and a person should not to be named lightly, and that person should also be given the opportunity to determine whether that is a role he or she wants to take on.

April 2018
Dollar Sense

With the New Tax Cut Rules, Can You Still Deduct Home Mortgage Interest?

In addition to the interest being tax deductible (if you qualify), certain improvements that you make to your home to accommodate your disabled condition, or that of your spouse or dependent who lives with you, may bring a tax break.

Legal Ease

Don't Rush in Changing That Which Congress May Well Do Away With


The increased exemption amount was not made permanent by the new tax law. If Congress lets the exemption expire at the end of 2025, then the exemption amount would fall back to its 2017 level adjusted for inflation, which would put you back into a taxable situation. Also, if your estate is likely to appreciate in value, then the new $11.2 million dollar exemption may not be large enough on its own to avoid estate taxes at your death.

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Powers of attorney are only designed to allow the appointed individual to act on behalf of the principal while that person is alive; once the principal dies, the power of attorney dies with him or her.



Do You Need Two Million Dollars to Retire?

There are four categories of highest spending in any household. While financial experts will have you tap dance all over the place with investment products, it doesn’t really have to be that complicated. But it's very important to pay attention to these four categories.

March 2018
Dollar Sense

Helping the Kids Get Educated: The Nuts and Bolts of Section 529 Plans

Not only can you use the plans to pay for college costs, but you can generally make tax-free withdrawals of up to $10,000 per year to pay for children attending private schools from kindergarten through 12th grade.

Legal Ease

Death and Taxes – And the New Tax Act Changes In Between

How does the recently passed tax reform law that takes effect this year affect my estate planning? Do I need to update it?

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