Important Masterclass
How to Pay for Care without Going Bankrupt

Can I Avoid Costly Medicare Mistakes?

Elder Financial Abuse

Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could factor into their medical coverage.

Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

Social Security Cost of Living (COLA) Modest Increase in 2024

Social Security COLA increases for 2024

Social Security COLAs are tied to the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), a measure of price changes for a selection of goods and services, including food, energy, and medical care, that is reported monthly by the federal Bureau of Labor Statistics.

Drawbacks to Medicare Advantage Plans

Shower Chair needed when Medicare Advantage discharges too quickly

If you have a Medicare Advantage plan and require a brief stay at a nursing home or rehabilitation facility, you could be in for an unpleasant surprise, according to a Kaiser Health News report.

What Do I Need to Know During Medicare Open Enrollment?

IRA Conversion

Cleveland.com’s recent article entitled “6 things you should know about signing up for Medicare” gives us a few things you should know about Medicare: Who’s enrolled automatically? If you’re under the age of 65 and already receive Social Security benefits, you’ll be automatically enrolled in Original Medicare, which includes Medicare Part A (hospital insurance) and…

Can Unequal Inheritances Be Fair?

Large Family at Sunset - Unequal Inheritance

The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.

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