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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…

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…

A family walking next to a log cabin
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March 30, 2023

What Is a Qualified Personal Residence Trust (QPRT)?

A qualified personal residence trust (QPRT) is an irrevocable trust used to achieve estate and gift tax savings. The basic idea behind a QPRT is to transfer the equity in a qualified residence out of a person’s estate and to their…

A man signing a document on a clipboard
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March 23, 2023

Three Things to Know About Being an Executor

An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to manage your estate after you pass away. Choosing an executor…

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