Changes Make Reverse Mortgages Harder to Get

Last October, the President signed HR 2167 – “The Reverse Mortgage Stabilization Act of 2013”. As a result, changes have been made to make it harder to qualify for a reverse mortgage. To be eligible for a reverse mortgage you … [Read more...]

A Successful Easter Dinner for Someone with Alzheimer’s

Q. This year, Grandma Pearl will be joining us for Easter dinner. She has Alzheimer’s and her caregiver will be joining us, as well. We are concerned that the dinner could present challenges for her, since she is on a regimented … [Read more...]

Tax Day: Seven Unusual Deductions

If you are one of those people who waited until the very last minute to complete and send in your taxes, you want to make sure you take all of the deductions you’re entitled to. Last month, I wrote a blog post with some often … [Read more...]

Are IRAs Considered Countable Assets for Medicaid?

Q. My next door neighbor is a retired financial planner. We walk every morning to stay in shape and maintain good health. This morning, I brought up the topic of whether my father’s IRA would be countable if he applies for … [Read more...]

New Support for Caregivers of Veterans

Q. My sister, Peggy, recently became a full-time caregiver for our 72-year old father, Joe. Since he served during the Vietnam War, he has had flashbacks that still affect him and keep him up at night. He suffered at least one … [Read more...]

Tax Scam Alert

Over the past several weeks, hundreds of Fairfax County residents have received phone calls from scammers who tell them “Your driver’s license has been suspended. You will be arrested. You will be deported. We are on our way to … [Read more...]

Mind Reading 101

John’s mother, Elizabeth, was always close with John’s 10-year old daughter, Anna. Before she Elizabeth diagnosed with Alzheimer’s, she lived in John’s home and watched Anna for years while John was at work. As Elizabeth’s disease … [Read more...]

The Village People (Don’t Worry – It’s Not the Disco Dudes)

Q. I grew up in Northern Virginia and raised three children here. Now, they’re spread out across the world – one in Florida, one in Oregon, and one in Texas. All three children have invited me to move closer to them, but I prefer … [Read more...]

What if You Had a Do-Over?

Q. My mother, Sheila, and my father, Tim, always lived in the moment and steered clear of discussions about getting older, retirement, and planning for the future. They lived in a rural part of Virginia and were convinced that … [Read more...]

Everyone is at Risk for Alzheimer’s

Did you know that every 67 seconds someone in the U.S. develops Alzheimer’s and that more than 5 million Americans are currently living with the disease? The “2014 Alzheimer’s Facts and Figures” report, released recently by the … [Read more...]