Tag Archives: Frail Elder Waiver

Paying Your Caregiver

Our clients (let’s call them Frank and Mary) live in a very pleasant retirement community, and that is where they want to stay.  They would prefer not to have the “intrusiveness” of assisted living.  They like being in the safety … Continue reading

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Benefits Planning with Income Tax Deductions

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Co-authored by Janet W. Moore This is the first of a series of blog posts on real-life situations that may apply to you and your family, where the solutions involve some combination of government benefits planning and tax planning. This … Continue reading

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I presented a seminar last week at the Nantucket senior center, which is known as The Saltmarsh.  During the program, “Living Where You Want, With The Care You Need”, I described various programs by which seniors can receive assistance in … Continue reading

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I just read an interesting article from AARP that provided information to help you determine when and how to take your Social Security benefits and how you should relate that decision to your broader financial planning for retirement.  I regularly … Continue reading

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A Proposed Senate Bill May Help Seniors Stay At Home

There is a bill presently pending in the Committee on Health Care Financing of the Massachusetts State Legislature. The bill (Bill S. 517), sponsored by Senators James B. Eldridge of Acton, Massachusetts and Michael O. Moore of Millbury, Massachusetts, and … Continue reading

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