SECURE Act 2.0 Summary
In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…
07.28.25 Estate PlanningFuture-Proofing Your Life: Essential Planning for Solo Agers
When planning for the financial and healthcare needs of older adults, it is often assumed that family members, such as…
07.14.25 Estate PlanningWhat To Look For In An Extended Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs…
05.27.25 Estate PlanningUnderstanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are…
05.05.25 Estate PlanningSocial Security Q&As for Divorcées
Divorce is often a challenging time mentally, socially, and especially financially. Many recently divorced people find themselves starting over, trying…
04.07.25 Estate PlanningSocial Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
03.26.25 Estate PlanningA Guide to Planning Financially for Long-term Care
According to a study conducted by the Administration for Community Living in 2020, a 65-year-old has an almost 70% chance…
03.21.25 Women & WealthHelpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women…
03.05.25 ResourcesManaging the Risk of Outliving Your Money
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of…
03.05.25 Estate PlanningMake the Most of Your Social Security Benefits
When to claim benefits based on your personal needs.
02.04.25 Estate PlanningManaging An Inheritance
Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…
02.04.25 Estate PlanningEldercare ABCs: Unraveling Caregiving Terms
Helping an aging loved one will likely expose you to many new terms and some doctor-speak that will confound you…
11.05.24