The rule for tapping a 401(k) without incurring the 10% early-withdrawal penalty requires that you are at least age 59½, but there's an exception. If
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Where Should I Retire?
For many decades, folks up north retired to Arizona or Florida. Now, there are spots all over the U.S. that entice retirees with affordable living
Miller Time in Missouri: Qualified Income Trusts Are OK to Use
The St. Louis Post-Dispatch recently reported in "Trusts sidestep Missouri income limit for home care" that the Missouri Department of Social Services now recognizes Qualified
New Elder Justice Task Forces to Fight Abuse by Health Care Providers
The U.S. Department of Justice has recently announced the creation of several Elder Justice Task Forces. The teams will target health care providers who commit
Empire State Looks to Pass Laws to Protect the Elderly
New York is home to the third-largest elderly population in the U.S., a population that appears increasingly vulnerable to physical and financial abuse. But New
Make Your Retirement Nest Egg Last
In 2016, very few folks have pensions, and life spans have lengthened. So, the issue is how to make your money last through your entire
Why the Rush to Collect Medicaid?
Even if you are eligible, don't rush into applying for coverage. Kiplinger's article, "What You Need to Know About Applying for Medicaid," discusses five scenarios
Raising a Child with Special Needs
Many times, families raising children with special needs don't know how to begin their financial planning, says The New York Daily News in a recent
New York Proposes Law to Preserve Elderly Victims’ Testimony
New York State Senator Patrick Gallivan recently stated that the Senate passed a bill to make it easier for victims of elder abuse to give
Don’t Postpone Your Retirement because of These Mistakes
If we don't do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That's what the CPA Practice
Start Thinking about Medicaid
It is no wonder folks put off thinking about it, says The USA Today in "Navigating Medicaid for elder care can be as painful as
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