Important Masterclass
How to Pay for Care without Going Bankrupt

How Fathers Leave a Legacy of Caring

Father's Day Legacy

A Father’s legacy includes sharing the values and history of your family. The next time a grandchild points their phone at you and asks you what your childhood was like or asks to learn more about your own parent’s journey, don’t be shy. Tell them the stories you were told, even if you don’t have every single detail.

Why Can’t Rock Stars Retire?

Celebrity Red Carpet

With his Farewell Yellow Brick Road tour, Elton John confirmed his latest plans for retirement. The final show of the tour in July 2023 will be his last. However, deja vu suggests this might not be the last we see of Elton.

May is Older American’s Month

The logo for the 2023 Older Americans Month with the theme "Aging Unbound".

Every May, the Administration for Community Living leads the nation’s observance of Older Americans Month (OAM). The 2023 theme is Aging Unbound, which offers an opportunity to explore diverse aging experiences and discuss how communities can combat stereotypes. Join us in promoting flexible thinking about aging – and how we all benefit when older adults remain engaged, independent, and included.

What Is a Life Estate?

Older couple holding a model house and smiling.

A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.

What Is New Proposed Law about Medicare?

US Capital Building new Medicare legislation

U.S. Rep. Blake Moore (R-UT) has joined congressional colleagues in offering proposed legislation that would provide Medicare recipients faster access to breakthrough medical devices approved by the U.S. Food and Drug Administration (FDA).

What’s New in SECURE 2.0 Act of 2022?

Business News - SECURE Act 2.0

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

How Do Unified Credit Gift Tax Exclusions Work?

Hands passing a nest egg through three generations.

Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.

BESbswy