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Burgos & Brein Wealth Management Blog

Burgos & Brein Wealth Management   »  Wealth Management Blog
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The Intersection of Mental Health and Medicare: Understanding Your Coverage Options

September 10, 2024  /  Medicare Planning

Introduction   As we age, maintaining mental health becomes just as important as managing physical […]

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healthcare planning

The Role of Durable Power of Attorney in Healthcare Planning

September 7, 2024  /  Healthcare Planning

Introduction   As we age or face potential health challenges, planning for the future becomes […]

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veteran

Coordinating Medicare and VA Benefits: Maximizing Your Healthcare Coverage

September 4, 2024  /  Medicare Planning, VA Aid & Attendance

Introduction For veterans, managing healthcare needs during retirement can be a complex process, especially when […]

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long term care insurance

Understanding Long-Term Care Insurance: What Seniors Need to Know

September 2, 2024  /  Investment Planning

Introduction As we age, the likelihood of needing some form of long-term care (LTC) increases. […]

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senior couple having consultation with doctor

Estate Planning: Who Should Inherit Your Wealth?

September 1, 2024  /  Investment Planning

Introduction Estate planning is a crucial aspect of financial planning that ensures your wealth is […]

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asset protection

Common Mistakes in Asset Protection and How to Avoid Them

August 30, 2024  /  Investment Planning

Introduction Asset protection is a critical component of financial planning, aimed at safeguarding your wealth […]

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Financial Planning for Long-Term Senior Care

August 28, 2024  /  Investment Planning

Introduction As we get older, the likelihood of needing long-term care increases. Long-term senior care encompasses […]

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medicaid

Medicaid Spend-Down Strategies: Protecting Your Assets While Qualifying for Benefits

August 26, 2024  /  Medicaid

Introduction As healthcare costs continue to rise, particularly for long-term care, many seniors and families […]

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Wartime Veterans

VA Aid and Attendance: A Comprehensive Guide for Wartime Veterans

August 23, 2024  /  VA Aid & Attendance

Introduction As a wartime veteran or the spouse of one, navigating the complex landscape of […]

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investment risks

Understanding Investment Risks

August 16, 2024  /  Investment Planning

Introduction Investing can be one of the most effective ways to grow wealth over time, […]

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