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.
How Can I Conduct a Family Meeting about Family Wealth Planning?

When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
Scammers Try to Trick Seniors with Medicare

The federal government is warning people with Medicare about scam artists offering ‘free’ COVID-19 tests.
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.
What If I Become a ‘Sudden’ Caregiver?

While the sudden caregiver has no preparation, no warning signs or slow changing of circumstance, the long-term caregiver certainly experiences situations of crisis.
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.
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.
What Do I Need to Know During Medicare Open Enrollment?

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…
Don’t Fall for These Medicaid and Estate Myths

Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic of popular conversation—and popular misconceptions in the U.S., it is not unusual that both subjects have generated misunderstandings and, in some cases, folklore that has persisted.