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How Can I Let My Children Help Manage My Finances?
There are several ways to authorize someone to manage your finances, including establishing a Power of Attorney (POA), adding a joint owner to your bank account, or opening a convenience account. Each option has advantages and disadvantages.
November 4, 2026
Annuities and Medicaid
This week’s column is a continuation of our column from last week where we answered questions regarding tax-deferred annuities, the different types and the tax benefits and consequences of purchasing or owning one. Included in the questions posed last week was “what are the Medicaid implications for the owner of an annuity.”
February 19, 2014
