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What to Do About Lapsed Medical Insurance
If you’re assisting an aunt, neighbor, or grandparent with bills and paperwork, be prepared for some unique situations regarding lapse medical insurance coverage. Eddy &…
Wrapping Up Year-End Personal Financial Affairs
As you prepare for the holidays, remember to carve out time to focus on your year-end personal financial affairs. Start the process soon. There’s a…
Uncovering the Coverage
When sorting and organizing our clients’ piles of papers and files, we often find they’ve overlooked correspondence and documents related to their insurance policies. This…
Uncashed Checks Going Stale
When helping clients organize their finances, we typically start by sorting and reviewing their papers. Sometimes, we find uncashed checks. Determining if a check is…
Cash Stashed Under the Mattress
When helping clients organize their finances, we often begin by organizing their papers and belongings. We find the most interesting things… including cash! Cash was…
Stock Documents Buried in Piles of Papers
If you’re responsible for a parent’s finances, have you discovered important stock documents hiding in their files or piles of papers and mail? These could…
Selecting a Medicaid Pooled Income Trust
Using a Pooled Income Trust to qualify for Medicaid coverage. Several of our clients are concerned about their ability to continue receiving care at home…
Employee Benefits and Financial Security
As your young adult embarks on their professional journey, it becomes imperative to guide them through crucial decisions regarding employee benefits, retirement savings, and insurance.…
