I have never once had a client know that Medicaid compliant annuities existed until I mentioned them. One of my least favorite phenomenon is that folks assume that they have to spend down and relinquish all assets to Medicaid. Retention of assets is often an option (saving for transfer of wealth to beneficiaries will not be). With proper planning that is simply NOT the case. Preliminary information can be found in this article. If you would like to discuss positioning for hea

Everyone wants in, the market is HOT and the upcoming entrance of seniors transition out of single family homes into housing that is more affordable and low-no maintenance may just mean that multifamily will enjoy insulation from impending market volatility. I know what you're thinking "That's nice for folks with many millions that can afford to buy into that investment space." Here's the thing...YOU too can buy in for as little as $5,000 with certain platforms. Curious? Read