Monthly Archives: January 2016

Using The Internet For Seniors

January 29th, 2016 (No Comments)

Using The Internet For Seniors The internet is a valuable resource for seniors and it can be particularly helpful for those with mobility issues as it makes doing many things, such as paying bills; keeping in contact with people; and shopping, much easier, as they can all be done from home. If the senior is […]

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Is Medicaid Planning Ethical?

January 29th, 2016 (No Comments)

Is Medicaid Planning Ethical? As in any area of consumer spending, knowing what to look for and what strategies to use in arranging for paid care services can often result in saving money. Some strategies such as Medicaid planning allow for preserving the home or relieving the pressure of spending retirement savings. Oftentimes a strategy […]

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What Our Clients Are Saying

January 13th, 2016 (No Comments)

What Our Clients Are Saying  We just had to share this testimonial with you. When receive feedback like this it reassures us that we are making an impact and what we do each day matters. “I am writing you about Dawn Michelle as I believe when a person is outstanding in their profession, they deserve every […]

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Top 5 Problems with Your Estate Plan

January 3rd, 2016 (No Comments)

Top 5 Problems with Your Estate Plan What are some unexpected problems that may arise when you leave money to your family upon your death? Heirs recklessly spend their inheritance: Failure to leave your estate to your heirs in a trust means that your family “wins the lottery” upon your death. Your spouse and/or children […]

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