by Jill Burzynski | Jul 28, 2015 | Blog, Financial Products and Issues, Financing Long Term Care
As the population ages, more and more people are specializing in the senior market. Home care agencies, real estate agents, insurance salespeople and more are calling themselves “Experts” in senior planning. We encourage people to deal with people who have expertise...
by Jill Burzynski | Jul 28, 2015 | Blog, Caregiver Issues, Financial Products and Issues, Financing Long Term Care, Health Care Advocacy, Medicaid
Our Life Care Planning service includes advocacy issues that some never contemplate when considering our services. For instance, around six months ago we were hired by a 78 year old woman who was living independently in her home. Several months later, she fell and...
by Jill Burzynski | Jul 10, 2015 | Financial Products and Issues, Financing Long Term Care, Medicaid
As we help seniors find, access and pay for good care, we have found many of our clients have been exploited by insurance salespeople selling inappropriate financial products to elders in the guise of “Medicaid Planning” or “VA Benefits Planning.” We have found...
by Jill Burzynski | Jul 10, 2015 | Financial Products and Issues
By Daniel A. Burzynski If you are feeling caught between rising property taxes and a fixed income, there may be relief. The Property Appraiser’s office can help you apply for the various exemptions to help reduce your tax bill. The most important is the...
by Jill Burzynski | Jul 10, 2015 | Financial Products and Issues
Seniors have a number of investment choices available. One option is to purchase an annuity. An annuity is an investment which pays back periodic payments to the investor, either over a fixed period or for life. Annuities may be either immediate, which begin the...
by Jill Burzynski | Jul 10, 2015 | Financial Products and Issues, Financing Long Term Care
As of October 4, 2010 there is new option in the area of Reverse Mortgages. Federally insured Reverse Mortgages have been offered under the name of HECM loans, for “Home Equity Conversion Mortgage.” The U.S. Department of Housing and Urban Development (HUD) and the...
