by Kristi Sullivan, CFP Chances are high that when I mention the idea of a reverse mortgage to clients, I’ll be met with a very sour expression. I think this is because of the impression that these instruments are expensive and that you give up ownership of...

Yesterday, the U.S. Senate released the “Better Care Reconciliation Act (BCRA) of 2017,” containing their proposed changes to our health care system and the Patient Protection and Affordable Care Act (ACA). The language we have now is still being referred to as a ‘discussion draft,’...

We are proud to support our partners at the Cutaneous Lymphoma Foundation as they prepare for their Annual 2-Day Patient Educational Conference.  Attendees can hear from our very own Joanna Morales, on Sunday talking about how to navigate insurance and finances. Register today!  ...

The Congressional Budget Office has released its “score” of the American Health Care Act (AHCA) and the bottom line is that the AHCA will cost the cancer community greatly. The Congressional Budget Office (CBO) is a non-partisan agency that is tasked with analyzing proposed legislation to...

Often the ways that federal laws, state laws, and employer policies work together are like puzzle pieces fitting together.  Except that everyone’s puzzle is going to look a little different, depending on which laws apply to you, which state you live in, and what benefits...

When someone is faced with a cancer diagnosis and treatment, they often wonder “do I need to go out on disability?”  Unfortunately, they aren’t always sure what that actually means, or that it could mean multiple things. The main confusion comes from not understanding the difference...