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Feeling Generous? Secure Your Own Financial Well-Being First!

11/20/2024 - By Michael Hall, CFP

Just as airline safety instructions advise securing your own oxygen mask first, clients should prioritize their financial stability before focusing on giving. With the right guidance, clients can build a personalized plan that aligns with their life goals—including charitable giving—while reducing tax impacts and ensuring they have enough funds for their lifetime.

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Skilled Nursing Providers: Review Your CMS SNF Provider Preview Reports by November 14, 2024

11/1/2024 - By Kelly Smith, PhD, CPHQ, CLSSBB

The Centers for Medicare & Medicaid Services has released the latest Skilled Nursing Facility Provider Preview Reports for the Post-Acute Care Quality Reporting Program. If you are a skilled nursing provider, this is your opportunity to review your facility’s quality data before it goes public on Care Compare during the January 2025 refresh.

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Baldrige Excellence FrameworkEverything Long-Term Care Facilities Need to Know

10/29/2024 - By Jennifer Ziolkowski, MBA, CLSSYB & Kelly Smith, PhD, CPHQ, CLSSBB

Long-term care providers face a unique challenge: how do you deliver consistent, high-quality care while maintaining financial stability? The Baldrige Criteria for Performance Excellence, also known as the Baldrige Excellence Framework, provides a systematic approach that can help healthcare organizations sharpen leadership, achieve strategic goals and improve overall performance. In this guide, we’ll explore what the Baldrige Excellence Framework is and its potential benefits for long-term care providers.

 

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Understanding the Updated CMS Form CMS-10055What Providers Need to Know About the Advance Beneficiary Notice of Non-Coverage

10/25/2024 - By Kelly Smith, PhD, CPHQ, CLSSBB

The Centers for Medicare & Medicaid Services (CMS) has recently issued updates to the Advance Beneficiary Notice of Non-Coverage (ABN), Form CMS-10055. This form is critical for healthcare providers to notify Medicare beneficiaries when services they are receiving may not be covered by Medicare, and that the patient may be responsible for paying out-of-pocket.

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Election Years & Their Impact on the Market: A Data-Driven Perspective

10/22/2024 - By Chris Stennett, CFP

As the November election approaches, it's normal for investors to become anxious about how the outcome may impact their investments. The president wields tremendous power, so it’s reasonable to assume that the election of a particular party or candidate will have a direct and significant effect on the stock market. While this is an understandable conclusion, it is not correct. In this article, we'll explore election year market trends from 1928 to 2023, to illustrate why sticking to your investment strategy is the best approach, regardless of election results.

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