Blog
Stress Awareness
April is Stress Awareness Month, and April 7-13, 2025, is also Public Health Week. And, a quick reminder: File your US taxes or request an extension by April 15th! Today, let’s look at how to recognize and manage stress. Various research studies over the years show that change significantly impacts stress levels. The connection between change […]
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Financial Literacy
April is financial literacy month. As finances are in the news of late, I thought I would address financial literacy across different life stages in this post. Photo by Markus Winkler on Unsplash Building Financial Literacy at Every Life Stage April marks Financial Literacy Month, giving us all a perfect opportunity to reflect on our […]
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Mail Theft
Mail theft is on the rise throughout the United States. The FBI and the USPIS have issued warnings this year alerting people that check fraud is rising, with a significant volume enabled through mail theft. Photo by Sincerely Media on Unsplash Allow me to share a personal story. I signed up for Informed Delivery years […]
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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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March Madness
March Madness is approaching! Spring is on the way, basketball brackets will be announced Sunday the 16th, and as I mentioned last week, I’m offering live sessions starting on the 18th! Organizing Documents Organizing documents is an important element to our daily lives. So important in fact that I’ve added it to my March Madness […]
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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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Long-term Care Planning in 2025
Long-term Care Planning is a complex issue. With an aging population, planning for elder care is a growing concern. By 2025, it is projected that over 20% of the U.S. population will be 65 or older. Rising healthcare costs and longer life expectancies underscore the importance of planning for long-term care. Let’s consider long-term care […]
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