Medicaid and the Principal Residence

Medicaid and the Principal Residence

If you’re a homeowner, your house is likely one of your most valuable assets—both financially and emotionally. However, if you require long-term care, such as a nursing home stay, and rely on Medicaid to cover the costs, New Jersey may place a lien on your home...
What am I Forgetting?

What am I Forgetting?

Spending a little bit of time thinking about your expenses for the year might lead to lower taxes. We often see taxpayers cheat themselves when it comes to the following: Medical expenses for themselves and their dependents. These are harder to deduct for federal...
IRA Rollover to make HSA Contribution

IRA Rollover to make HSA Contribution

Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons.  A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...

IRA Rollover to make HSA Contribution

Health Savings Accounts (HSAs) are one of the best retirement and investment tools for various reasons.  A HSA is a savings account set up for the sole purpose of paying the qualified medical expenses of the account’s beneficiary or the beneficiary’s dependents or...