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Randy M. Lish Sept. 19, 2016

Life Insurance Can Still Play a Key Role as Part of An Estate Plan

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

Randy M. Lish Sept. 15, 2016

5 Things to Know to Reduce Your Tax on Capital Gains

Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most through planning is the tax on capital gains.

Randy M. Lish Sept. 12, 2016

Execute a Power of Attorney Before Its Too Late

A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.

Randy M. Lish Aug. 9, 2016

Medicare Coverage While Traveling Within the U.S.

When people retire they often have more time to travel.

Randy M. Lish Aug. 5, 2016

Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn’t always make the most sense.

Randy M. Lish Aug. 3, 2016

Jumbo Reverse Mortgages Are Increasingly Available for High-Value Homes

Seniors with pricier homes now have an increased ability to get a jumbo reverse mortgage in order to raise cash for retirement.

Randy M. Lish July 27, 2016

Fighting Nursing Home Discrimination Against Medicaid Recipients

While it is illegal for a nursing home to discriminate against a Medicaid recipient, it still happens. To prevent such discrimination, nursing home residents and their families need to know their rights.

Randy M. Lish July 26, 2016

About to Turn 65? Your Health Insurer May Be Automatically Enrolling You in Its Own Medicare Plan

As people approach age 65, they should be thinking about their Medicare enrollment choices, including whether to sign up for traditional Medicare or with a Medicare Advantage plan, and if so, which one.