March 2025

Changes Ahead for Social Security

We covered Social Security and Medicare a few weeks back. Changes appear to be on the horizon for Social Security recipients, which may require more in-person office visits or the use of online tools. The changes mostly impact two groups of people: those seeking Social Security benefits for the first time and current recipients who

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Understanding Social Security and Medicare

There have been numerous news reports about the status of social programs we’ve contributed to in the US for decades. Let’s review what might be changing with the critical programs of Social Security, Medicare, and Medicaid today. The Current Landscape Social Security, Medicare, and Medicaid together form the foundation of financial and healthcare security for

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Caregiving in 2025

Last week, the focus was on long-term planning. Let’s follow up this week by looking at Caregiving statistics in 2025. By the Numbers According to AARP last year, over 53 million people in the U.S. were providing unpaid care. Of the 53M caregivers, 36% are between the ages 50-64; 22% are between the ages of

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