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A street sign with 'Social Security just ahead' written on it in front of a bright blue sky with clouds
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October 31, 2024

Your Social Security Benefits for 2025: COLA Update

The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security benefits payouts for retirees, as well as recipients of Social Security disability…

Rep. Mike Garcia
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October 24, 2024

Emergency Veterans Bill Appears to Be on a Fast Track

Higher-than-expected demand for benefits after toxic exposure law enacted drove funding shortfall The House on Tuesday is set to consider legislation that would fill a nearly $3 billion gap in veterans benefits ahead of a Sept. 20 deadline. Rep. Mike…

An elderly man sitting next to a doctor
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October 10, 2024

Medicare Advantage Customers Face Shrinking Pool of Insurers

Medicare Advantage customers should explore alternative coverage options before their plan is dropped Medicare Advantage plans have been successful in enrolling Medicare beneficiaries and delivering to those clients. Despite this, some insurers are downsizing their share of the market and…

Required Minimum Distributors written on a white board with a small graphic
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September 19, 2024

IRS Finalizes 10-Year RMD Rules for Inherited IRAs

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. The newly published guidelines generally reflect what the…

An Elderly male smiling and waving at an iPad
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September 5, 2024

The Loneliness Epidemic: Helping Seniors Stay Connected

In recent years, researchers have been finding potential links between feelings of loneliness and negative health outcomes. Feeling lonely may put you at greater risk of premature death, serious health problems, and higher suicide rates. For many, the COVID-19 pandemic made…

Trust and Estate planning written in red ink on graph paper
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August 15, 2024

Why Trusts Are Important Estate Planning Tools

Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive your retirement accounts and life…

A couple hugging with moving boxes behind them and keys in the womens hand
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August 1, 2024

Gift of Home Equity: What It Is and How it Works

We are living through what’s been called the largest intergenerational wealth transfer in history. Tens of trillions of dollars are set to change hands between older and younger Americans over the next 20 years. More and more elders are choosing…

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