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When You Might Avoid the 401(k) Early Withdrawal Penalty

When You Might Avoid the 401(k) Early Withdrawal Penalty

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?

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

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Miller Time in Missouri: Qualified Income Trusts Are OK to Use

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

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New Elder Justice Task Forces to Fight Abuse by Health Care Providers

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

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Empire State Looks to Pass Laws to Protect the Elderly

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

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Make Your Retirement Nest Egg Last

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

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Why the Rush to Collect Medicaid?

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

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Raising a Child with Special Needs

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

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New York Proposes Law to Preserve Elderly Victims’ Testimony

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

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Don’t Postpone Your Retirement because of These Mistakes

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

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Start Thinking about Medicaid

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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