Financial Planning

The Importance of a Letter of Competency

Before any legal binding contracts are created, have your loved one's doctor write a letter of competency stating that your loved one is competent at the time.

Financial Planning

Celebrate National Healthcare Decisions Day

We are joining a nationwide effort to highlight the importance of advance healthcare decision making.

Financial Planning

Celebrate National Social Work Month

Thank you to our social workers, as well as all social workers around the country for their tireless effort to enrich the lives of patients every day.

Financial Planning

Dementia vs Credit Cards

Financial Planning

Annual Medicare Renewal Period

Read about things to consider when choosing your Medicare coverage and where to learn more about each of the plans available.

Financial Planning

Move Back During Medicare's 30-Day Window

Learn when you can use Medicare benefits and who may be eligible for the 30-day window of coverage.

Financial Planning

Organize in October

Take the time to get organized before a medical crisis and learn how to file all the information you may need.

Financial Planning

Managed Care

Learn more about managed care and what a skilled nursing stay would encompass.

Financial Planning

Reverse Mortgage - Is It Right For You?

Have you heard the term reverse mortgage and you want to know what it is? Learn how to qualify and if it may be right for you and your situation.

Financial Planning

Help With Identity Theft and Other Scams

Have you been a victim of identity theft or another scam? We have put together a list of helpful organizations and bureaus that can offer assistance.