by Justin Knapp | Jun 27, 2023 | Uncategorized
I FOUND OUT A YEAR ago that my Aunt Ina Lou, then aged 95, had designated me as her agent in her financial and medical powers of attorney. She also named me as executor of her estate and the trustee for her trust. She wasn’t well and needed more help than her...
by Justin Knapp | Jun 6, 2023 | Uncategorized
Rising costs are prompting more adult children to sell the homes they inherit from their parents. Read Full Article Here… Written By: Veronica Dagher Published By: www.wsj.com
by Justin Knapp | Jun 5, 2023 | Uncategorized
Scott Martin from the humbledollar.com outlines the rolls of traditional Medicare, Medicare Advantage, Medigap Coverages in the following article. (Click here)…
by Justin Knapp | May 31, 2023 | Uncategorized
Americans have long known that the trust fund that powers Social Security was living on borrowed time. But this spring, we learned its life span was even shorter than we thought: The program’s trustees are now projecting that, without Congressional action, the...
by Justin Knapp | May 23, 2023 | Uncategorized
Medigap policies come in many flavors. If you’ve done any reading in this area at all, you’ve probably come to realize that the whole thing is a messy alphabet soup… and it’s really, really hard to figure it all out. Read Full Article Here… Written By:...
by Justin Knapp | May 23, 2023 | Uncategorized
Have you ever heard the saying, “You will pay less tax in retirement”? Well, most of our clients do not pay less tax in retirement. They pay more. The main reason is that, in retirement, they have Social Security and required minimum distributions (RMDs) from their...
