2025 Changes To Social Security That You Need To Know
Let’s take a brief look at some of the biggest changes to Social Security that we’ve seen so far in 2025. The Department Of Government Efficiency Social Security Changes DOGE…
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This Issue Should Be The Main Focus Of Estate Planning In 2025
In the current political environment, it’s very likely the current lifetime estate and gift tax exemption amount won’t expire after…
Medicare Advantage Plans Receive Some Breaks For 2026
Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries…
Here Are Some Financial Moves That Can Ease The Pain Of Market Declines
An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long…
Here's why the average US credit score is falling
The average U.S. credit score slipped nationwide, largely due to the resumption of federal student loan delinquency reporting on U.S.…
Mortgage rates jump as tariffs hit markets; biggest spike in nearly a year
Mortgage rates spiked this week, mortgage buyer Freddie Mac said Thursday, as President Donald Trump's tariffs led to instability in…
Married Americans with student loans with income-driven plans may get a break: report
Married student loan borrowers on income-driven repayment (IDRs) appeared to no longer have to worry about the possibility of an…
The Sandwich Generation’s Financial Fears About Aging Parents
In homes across America, a quiet crisis is unfolding. The "sandwich generation" – adults simultaneously caring for their children and…
If You Are Retired, Follow The Handbook
For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the…
When Aging Parents Won’t Listen: Safety Concerns Versus Independence
The phone calls to us often start the same way: "My mom refuses to move out of her house, but…
How President Trump’s Tariffs Could Impact Your Retirement
Pre-retirees and retirees are understandably concerned about the impact of President Trump’s tariffs on their retirement finances, as evidenced by…
How Much Money You’ll Need
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning,…
Medicare Enrollment Trap: Incomplete Instructions
We’ve all been reading about the problems with Social Security phone calls and appointments. Clients who need help report they…