Biometric authentication – let me explain. A dear friend called me over the weekend. She relayed a story about a grieving widow who wasn’t able to access her late husband’s accounts due to his use of biometric authentication. She went on to explain that a computer person took the late husband’s devices to the funeral […]
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Heads up about an important Annual Notice of Change coming soon. We all receive so much mail that it is easy to toss what we think is unimportant. This is especially true for those on Medicare. The amount of solicitation mail is crazy! I urge you to be on the lookout for the Medicare Annual
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It’s summertime and time for my annual trek to the Pacific Northwest in search of blackberries. This tradition began years back when I had my 1st encounter with a weed that scratched me! I leaned down, took a berry, tasted it, and I was hooked. I hope you all have had a moment to pause
The Trump administration will end a subsidy program meant to keep premiums stable for Medicare Part D prescription drug plans after 2026, the Centers for Medicare & Medicaid Services reported this week. Reuters and the Wall Street Journal both reported this update. Credit where credit is due: the WSJ reported it first, and Reuters quickly
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Recent advancements in artificial intelligence have made it easier for consumers to let AI play a role in their finances. In a previous blog, I covered the use of AI in the banking sector. Today, let’s focus on the use of AI in your overall financial life. Photo by Markus Winkler: https://www.pexels.com/photo/ai-news-concept-with-scrabble-letters-30869149/ How is AI
Photo by Artem Podrez: https://www.pexels.com/photo/car-with-open-hood-8985969/ I love this definition by Brainly: “The metaphor “under the hood” refers to the internal workings or complexities of a system that are not immediately visible, often used in contexts like technology or mechanics. It emphasizes understanding the details that support the surface-level functionality.” I must admit, knowing what’s under
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
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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
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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
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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
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