Good News about Social Security

For a long time, the Social Security Trustees have been warning that the retirement benefits system is facing some future financial hardships.
Crafting a Legacy of Love this Father’s Day

Congratulations, Dad! You’ve journeyed through the many stages of fatherhood, from guiding your children through their formative years to witnessing them become parents themselves. Amid all the challenges of recent times, your family has not only endured but thrived. As you reflect on these accomplishments, there’s a new horizon to consider: creating a lasting legacy of care and love for your family.
Guide to Incapacity Planning: Protecting Yourself and Your Estate

Incapacity planning is a crucial aspect of managing your estate and ensuring that your wishes are honored if you cannot make decisions for yourself. This article will examine the various components of incapacity planning, offering comprehensive…
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.
Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID

While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
How Many Americans Live with Dementia?

About one in 10 U.S. adults over 65 has dementia and even more have mild cognitive impairment, updated national estimates suggested.
How to Be an Effective Advocate for Elderly Parents

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.
Use Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
Should I Enroll in Medicare Before I Retire?

A recent survey found that a third of those nearing retirement age (62-64) who plan to keep working past 65 don’t understand they can sign up for what is often more affordable Medicare coverage, even while they’re still employed. Kiplinger’s recent article, “Yes, You Can Sign Up for Medicare While You’re Still Working,” says that with retirement further away for many, some people must get some help understanding their options. The article answers some common questions concerning retirement postponement and Medicare coverage, including common misperceptions. Your retirement decision is personal and dependent on your situation. Access to health coverage is…
What Is Multigenerational Estate Planning?

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.