Important Masterclass
How to Pay for Care without Going Bankrupt

What Do Seniors Say About Aging in Place?

Senior adults more confident in aging in place after the pandemic

For all the pain and disruption caused by COVID-19, at least one benefit appears to have come out of the pandemic for seniors: Their confidence about aging in place has soared!

What are the Tax Brackets for Next Year?

Tax Brackets 2023 Estate Tax Inheritance Tax

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.

How Will Social Security Change Next Year?

Social Security COLA Benefits

Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.

Estate Planning for a Changing Economy

Changing Economic Times

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.

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.

Can I Retire in a Bear Market?

Retirement During a Bear Market

It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’

Texas Estate Planning Essentials

Four Generations Estate Planning

There are many legal strategies involved in estate planning, including wills, revocable living trusts, irrevocable trusts, powers of attorney, and health care documents. 

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