602-614-2382

Who Will Get Your Retirement Money? You, or the IRS?

If you, your family or friends are concerned about rising taxes and how that will negatively affect your financial future (and honestly, you should be), please read on. As part of COVID19 financial relief (CARES Act of 2020), the US Federal Government and the IRS have...

The Ultimate Internet Safety Guide for Seniors

Attention Seniors and people with Seniors in their life! This is a terrific article on Internet safety for seniors and how to stay financially (and physically) safe on the Internet. I highly recommend you read it. Then print it out and keep it close by as a reminder...
You Don’t Need To Be Broke To Qualify For Medicaid

You Don’t Need To Be Broke To Qualify For Medicaid

There is a common myth amongst people we speak with that one must have almost no assets and very little income to qualify for Medicaid. And while it’s true in most states that you must have less than $2,000 worth of countable assets and less than $2,250 in...