Promissory Notes and Medicaid

On August 8, 2018

A promissory note is normally given in return for a loan and it is simply a promise to repay the amount. Classifying asset transfers as loans rather than gifts can . . .

Medicare Extends Deadline for Relief from Part B Penalties

On July 17, 2018

Medicare is extending its offer of relief from penalties for certain Medicare beneficiaries who enrolled in Medicare Part A and had coverage through the individual marketplace. Beneficiaries who qualify will . . .

Planning for Mental Illness Flare-Ups

By on June 19, 2018

Shawn Majette recently authored this article for the Special Needs Alliance.

Special needs planning for a loved one with mental illness is complicated. Symptoms tend to wax and wane. This . . .

Finding the Best Retirement Calculators

On June 13, 2018

Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are . . .