The Ultimate Retirement Bucket List: A Prescription for Mental Health
A bucket list is not just a collection of dreams – it’s a prescription for mental well-being in retirement. By staying active, engaged, and focused on meaningful goals, older adults can cultivate a sense of purpose and fulfillment that carries them through their later years. What are you waiting for? Start making your ultimate retirement bucket list today.
Estate Planning Strategies Support Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
Post-Divorce Tax Planning for Women
The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
How Do I Protect My Spouse and My Children in a Second Marriage?
Who’s going to inherit on the death of one of the re-marrieds? Will this be the surviving spouse? If so, where will those inherited monies go on the second-to-die’s death?
Navigating the Financial Journey Living to 100
In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity.
Rethinking Retirement
When contemplating retirement, a review of the past, present, and future highlights the relatively recent and complex evolution of this modern concept.
Social Security Scammers Embracing Artificial Intelligence
AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.
Can I Avoid Costly Medicare Mistakes?
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.
Social Security Cost of Living (COLA) Modest Increase in 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
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.
