Skip to content
Inflation Management for Retirees

Inflation Management for Retirees

Americans will continue to experience inflationary highs well into 2023 and beyond without significant course corrections. Bankrate’s Third-Quarter Economic Indicator poll projects inflation will be more significant than previous expectations over the coming twelve to eighteen months. Even in the best…

Having a Valid Will is Essential

Having a Valid Will is Essential

The percentage of Americans who have a will is about 33 percent, although more than 50 percent find estate planning important. caring.com Those individuals with a will may have moved to a different state or forgot to update their will…

Medicaid Gifting Penalties

Medicaid Gifting Penalties

We are living longer than previous generations, so many of us are going to need long-term care as we age. It’s estimated that seven out of ten Americans will need long-term care during their lives. Long-term care can include care…

LGBTQIA+ Estate Planning: Why It’s Important

LGBTQIA+ Estate Planning: Why It’s Important

Your assets, your wishes, and the people you love are important to protect regardless of gender identity or sexual orientation. Estate planning allows you to designate your partner, whether you are married or not, as the person who can make…

Married Couples Medicaid Compliant Annuities

Married Couples Medicaid Compliant Annuities

Generally, annuities pay a fixed annual amount of money to their owners for as long as they live. Most annuities are deferred, meaning the payout doesn’t occur until a later date. However, you can receive immediate payouts if you purchase…

Detecting Elder Fraud

Detecting Elder Fraud

Statistically, fraud is increasing in the senior and near-senior age categories. With more and more people online, scammers are becoming more adaptable and mimicking communications that mimic tech support, government employees, and romantic partners. Seniors are particularly vulnerable groups as…

How to Avoid Inheritance Mistakes

How to Avoid Inheritance Mistakes

Dealing with the death of a loved one and receiving an inheritance is an emotional time. The loss of a loved one is sad but the influx of funds can bring joy or relief. It can be hard to think…

What Social Security Benefits Look Like in 2023

What Social Security Benefits Look Like in 2023

More than seventy million people who rely on Social Security’s benefit programs will undergo significant changes in the coming year. Inflation continues to increase daily living costs with higher costs for gasoline, food, utility, rent, and mortgages. Yet real wages…

Plan Ahead to Reduce Probate

Plan Ahead to Reduce Probate

The probate process occurs after someone passes away. Probate can be lengthy, complex, and expensive, but good estate planning can mitigate unwanted risks by anticipating and preventing problems before they arise. Sound estate planning can make the probate process run…

Back To Top