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Financial Planning
Senior Financial Planning
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83-year-old old with mutual fund.
8 Answers
J
JoAnn29
Answered Feb 10, 2024
Any idea on insurance coverage or viability of this plan?
12 Answers
A
AlvaDeer
Answered Feb 9, 2024
I've had a joint account with my mother since my dad died in 2009. Can I use that money?
4 Answers
M
mstrbill
Answered Feb 8, 2024
As POA, how should I sign my name when signing for my mother in nursing home?
4 Answers
M
MACinCT
Answered Feb 7, 2024
I've been caring for my parents in my Michigan home for 17 years. Is there a way they could transfer assets to me as their child caregiver?
8 Answers
B
BlueEyedGirl94
Answered Feb 7, 2024
My 90 year-old mother (widow) is selling her home in Florida. She will profit about $350k over the purchase price 50 years ago. I am POA.
20 Answers
H
Hothouseflower
Answered Feb 5, 2024
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Planning full time care for last days, is this a reasonable plan?
3 Answers
F
Fawnby
Answered Feb 5, 2024
Insurance cancellation: Is supplemental insurance something I should (or could) cancel?
4 Answers
A
akababy7
Answered Feb 5, 2024
Feeling guilty about this family/parent/money issue, any insight?
7 Answers
D
Daughterof1930
Replied Feb 4, 2024
Medi-Cal.
4 Answers
D
Dawn88
Answered Feb 4, 2024
My husband has dementia and I need to get my ducks in a row.
6 Answers
J
jaslady2
Answered Feb 3, 2024
Medicaid, pensions and nursing homes.
2 Answers
I
igloo572
Answered Feb 3, 2024
How do I petition my father's Power of Attorney for his financial information?
4 Answers
G
Geaton777
Replied Feb 2, 2024
I am #2 on financial POA do I have legal right to ask for a report on parent’s finances?
3 Answers
G
Geaton777
Answered Feb 1, 2024
True Link prepaid cards saved my sanity.
4 Answers
J
JoAnn29
Answered Jan 31, 2024
Life estates medicaid waiver for child caregivers. I worked remote and now I am no longer to and we need long-term care. Is this acceptable?
3 Answers
I
igloo572
Answered Jan 30, 2024
What do you do when there is not enough money to pay for a nursing home, but too much for medicaid?
7 Answers
M
MACinCT
Answered Jan 30, 2024
I am caring for my former husband in my home. I don’t work so his money pays the bills. Should I be claiming this money as rent?
13 Answers
C
ChoppedLiver
Answered Jan 28, 2024
We have care agreement setup for father who lives with us. Do we have to pay taxes (SSI/Med) on that money since we are family? Ohio resident.
21 Answers
B
BLT2024
Answered Jan 28, 2024
If elder had title of home and all bank accounts in joint name with sister, how does that affect Medicare?
4 Answers
J
JoAnn29
Answered Jan 27, 2024
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