As we near the end of 2023, I was thinking about all of the great content that we publish over at Mullooly Asset Management every week. Have you been following along? Well if not, click on the link above, and be sure to check out last week’s content linked below!
Here’s what I’ve been reading today:
- Medicaid, and the Medicaid application is a nightmare to try and navigate on your own. What if you could shield your hard-earned assets from the costly implications of long-term care? Is that realistic? The dreaded five-year look back window used to be a three-year window of time while applying for Medicaid. Has that helped or hurt Medicaid applicants?
- Long-term Care in New Jersey is expensive. Tom shares an example where eight years of LTC in New Jersey ran $1,000,000. Long-term Care is easily one of the most frequently asked topics when planning with our clients for the future.
- The market in November rattled off one of the best single month performances in recent history. What sparked it? Josh discusses what made the markets move in November, and what could make it move here in December.
- Last week we unfortunately lost one of the most prolific investors of all-time, Charlie Munger. Jason does a fantastic job in this post writing about Charlie and the many facets of his life.