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medicaid mistakes to avoid
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March 4, 2021

The Top Eight Mistakes People Make with Medicaid

Medicaid planning can be a difficult and confusing process. The following are some common mistakes people make when planning to apply for Medicaid. Thinking it's too late to plan. It's almost never too late to take planning steps, even after…

Married couples need an estate plan
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February 18, 2021

Married Couples Need an Estate Plan

Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members.  If you die without an estate plan, the…

Required Minimum Distribution Mistake
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November 12, 2020

How to Fix a Required Minimum Distribution Mistake

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.…

social security increase
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November 5, 2020

A Modest Social Security Increase for 2021

The Social Security Administration has announced a 1.3 percent rise in benefits in 2021, an increase even smaller than last year’s. Cost-of-living increases are tied to the consumer price index, and a modest upturn in inflation rates and gas prices…

Coronavirus effect on Social Security
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September 11, 2020

How Will the Coronavirus Pandemic Affect Social Security?

The coronavirus pandemic is having a profound effect on the current U.S. economy, and it may have a detrimental effect on Social Security’s long-term financial situation. High unemployment rates mean Social Security shortfalls could begin earlier than projected. Social Security…

coronavirus vaccine
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August 7, 2020

Will Medicare Cover a Coronavirus Vaccine?

With the global pandemic responsible for more than a hundred thousand deaths and disrupting life across the United States, the only way for the country to return to normal is an effective coronavirus vaccine. When a vaccine is available, Medicare…

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