Blog
Backup for your Backup
Happy summer! As we are in the seventh month of the year, let’s dive into your backup planning. In my humble non-legal opinion, this is one of the most important aspects of your overall planning strategy. Backups apply across the board, from your legal documents and entire digital life to your files, systems, and the […]
Caregiver Tax Credits
Caregiver Tax Credits are a big deal. In March of 2025, the Credit for Caring Act was reintroduced in Congress with support from lawmakers in both political parties. This bill would provide family caregivers with a tax credit of up to $5,000 per year to offset out-of-pocket expenses for home-care aides, adult day care, respite […]
Advisory Perspective Series Lindsay Friedman
It is my absolute pleasure to bring you the latest Advisory Perspective Series update today, featuring Lindsay Friedman. I was on a panel with Lindsay and was intrigued and curious about this vibrant woman. We arranged a Zoom connect between OH and CA to talk about how any of us navigate aging. Her expertise and […]
Social Security Payment Options
Were you aware that Social Security is fully transitioning to Electronic Payments? The Social Security Administration is quietly removing one of its payment options in response to an executive order passed last fall. As of June 2026, 99.6% of all claimants receive their checks this way, but more than 283,000 still receive physical checks by […]
Older Americans and Student Debt
An article I read this week by FinancialBuzz.com was discussing Older Americans, Student Debt, and the impact on their Social Security benefit amounts. According to the Consumer Financial Protection Bureau (CFPB), 452,000 Older Americans with part of their monthly senior benefits potentially subject to a new withholding projected for later this year. After a years-long pause, the […]
June!
June is here! Yes, we’ve reached month six of 2026! June is a month of awareness. Alzheimer’s, Brain Health, Safety. These three topics touch so many of us and impact us all. Let’s take a look at highlights for all three today. Image by Kohji Asakawa from Pixabay Alzheimer’s The facts and figures about Alzheimer’s […]
Parent Plus Loans
Mark your calendars! The Parent Plus student loans will undergo changes on July 1, 2026. https://www.ppsl.org/ outlines the changes for you, so you can be ready to be ready. What’s Changing? New Borrowing Limits Starting on July 1, 2026: Loss of Access to Some Affordable Repayment Plans, also starting on July 1, 2026 Image by […]
Mental Health Awareness
As May is Mental Health Awareness Month, let’s close out the month with information about mental health. Mental illnesses are prevalent in the U.S. and globally. The National Institutes of Health (NIH) reported that over one in five U.S. adults, approximately 59.3 million adults, or 23.1% of the adult population, were living with a mental illness. The […]
Wildfire Preparedness
Wildfire preparedness in California becomes an important part of life for those of us who live here. We had wildfire preparedness week last week, and this is fresh in my mind. I wanted to share that fires extend well beyond California and help you prepare, too. Wildfires don’t confine themselves to one state, one season, […]