Cash Value in Life Insurance can be a Barrier to Medicaid Benefits Many who apply for Medicaid are surprised to learn that owning a life insurance with a small amount of cash value disqualifies a otherwise eligible person from receiving benefits. Term policies (those without cash values) do count against the patient. However, if the […]
Don’t Leave Your IRA to Your Kid Outright IRAs are wonderful investments. Many people want to leave unused funds to their children. They simply name their kids as a beneficiary and think that everything is set. Many fail to understand that merely naming the children as beneficiaries may result in the loss in the value […]
FOX 25, Oklahoma City’s local FOX affiliate, has a segment about goals for the new near. They invited me to provide a few comments. The staff there was great and it was a pleasure meeting Meg Alexander. I wish we had more time. I also wish that I could appear as natural as Meg. […]
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