Many older individuals live on a fixed income of Social Security. That can make paying for major expenses such as a car, a new roof, or perhaps an uncovered medical bill extremely difficult and stressful. Often times, when a child has the ability to help out financially, they do. Here are two basic ways to… Continue Reading
Author Archives: John
Want to Help Your Parents: Create an “Upward Trust”
Are concerned about how your parents will pay for the basic necessities during retirement, or pay for long term care or uncovered medical bills? If so, there are a number of ways relatively affluent adult children can help. One way is to set up an Upward Trust. This trust is so called because it is… Continue Reading
Ribbon Cutting & Open House Celebration!
Ribbon Cutting and Open House Celebration! Please join us for drinks and hors d’oeuvers to celebrate the ribbon cutting & opening of our new office. Thursday, February 7, 2013 starting at 5:30 pm. Good food and fun! Hope you can make it! 10308 NE 183rd St. Bothell, WA 98011 Corner of 183rd & 104th Street
Long Term Care Options
I recently read an article on CNBC.com about people asking their financial advisors to “make them poor” so they could qualify for Medicaid. Medicaid is a joint Federal and State program that provides assistance with medical and long term care needs, among other things. Some of the financial advisors interviewed for the article spoke of… Continue Reading
Brashenomics
Check out John’s latest interview on Brashenomics!