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It Does Matter What Kind of Medicaid You Have.
In Shakespeare’s Romeo and Juliet, the heroine asks “What is in a name? That which we call a rose by any other name would smell as...
Alexandra Baig, CFP®
Dec 18, 20196 min read
655 views
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“Say What?!” Decoding the Jargon of the Disability Support Field
The Wall Street Journal ran a charming article on the rise of the use of Scottish dialect on Twitter. For those of you with a...
Alexandra Baig, CFP®
Dec 10, 20196 min read
27 views
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Cuz we need a little...lead time.
It snowed the day before Halloween, where I live. The day after, CVS and Walgreens had their Santa displays already up. Last week, I...
Alexandra Baig, CFP®
Nov 20, 20195 min read
21 views
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Leaving your IRA to a Special Needs Trust requires some finesse
Now that he has navigated Halloween successfully—his costume received lots of complements and he picked up enough candy to hold him until...
Alexandra Baig, CFP®
Nov 8, 20195 min read
65 views
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You can't trick the IRS, but you can choose how to treat your IRAs.
The animated show Captain Underpants (created by cartoonist Dav Pilkey) aired a Halloween episode earlier this week. For those of you...
Alexandra Baig, CFP®
Oct 31, 20195 min read
24 views
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Don't be scared by sequence-of-return risk
My husband was out walking a couple of evenings ago when he passed a cyclist on a tandem bike in our neighborhood. The cyclist, full of...
Alexandra Baig, CFP®
Oct 21, 20195 min read
26 views
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When "Worst Comes First."
My son’s Little League team won their game last Sunday. (If you do Little League, you will know about “Fall Ball”). Despite a...
Alexandra Baig, CFP®
Oct 15, 20195 min read
25 views
0 comments

Train, talk it through then try the run.
The father of one of my son’s schoolmates approached me on a field trip. He mentioned that he was thinking, maybe, of attending one of...
Alexandra Baig, CFP®
Oct 2, 20196 min read
42 views
0 comments

Because We're "All About That Basis!"
By her own account, Meghan Trainor’s song “All About That Base”, makes a statement that a woman with a large, well, “base” can still be...
Alexandra Baig, CFP®
Sep 17, 20196 min read
21 views
0 comments

All your basis are belong to IRS!
In an attempt to catch me up in the ongoing video game revolution that I have mostly missed, my husband has educated me about certain...
Alexandra Baig, CFP®
Sep 12, 20196 min read
22 views
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Acing the Tax Preseason
My niece requested for her birthday a gift certificate from a certain clothing store she “frequents”. The quote marks are because she...
Alexandra Baig, CFP®
Sep 4, 20196 min read
22 views
0 comments

BPQ-whY? It's crucial to obtain and review your Benefits Planning Query.
My family and I are currently enjoying The Inbestigators (indicating the best investigators) as our evening escapism. The Australian TV...
Alexandra Baig, CFP®
Aug 27, 20196 min read
555 views
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Are We There Yet?
Last week, my family and I took a trip to Halifax, Nova Scotia, Canada. We drove. (This, by the way, accounts for the missed blog last...
Alexandra Baig, CFP®
Aug 19, 20195 min read
29 views
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Navigate Special Needs Planning Obstacles with a Good Coach
This past Sunday, my eleven-year-old son competed in his first ever parkour competition. For those of you who don’t know—like me a year...
Alexandra Baig, CFP®
Jul 31, 20195 min read
38 views
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Giving should not be taxing!
For seven years, I ran a small, faith-based social-service agency in the near-west suburbs of Chicago. It is first and foremost a...
Alexandra Baig, CFP®
Jul 23, 20195 min read
29 views
0 comments

Opportunity cost = the price of the choice you did not make
We give our eleven-year-old son an allowance so that he can learn the value of money, mainly by coming up against the cold, hard, adult...
Alexandra Baig, CFP®
Jul 17, 20196 min read
31 views
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Please Mind the Gap!
For my first professional career, I worked as a stock market analyst in Hong Kong and, later, Shanghai. For those of you who have never...
Alexandra Baig, CFP®
Jul 9, 20195 min read
51 views
0 comments

Get Smart About Annuities in Special Needs Planning
Among Saturday Night Live’s (SNL’s) parody ads is one for “Alexa Silver”. You can watch the whole thing here. (Note: language and humor...
Alexandra Baig, CFP®
Jun 25, 20196 min read
40 views
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No Magic Number!
I was math-phobic in primary school. Perhaps that is an embarrassing admission for someone, who now makes her living running numbers. ...
Alexandra Baig, CFP®
Jun 18, 20195 min read
23 views
0 comments

"B" is for "Basic Budget."
Sesame Street, the longtime children’s educational show, turns 50 this year. Count Von Count introduced a recent radio segment, which...
Alexandra Baig, CFP®
Jun 12, 20196 min read
20 views
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