Blog
Medicare Part D Subsidy Program Update
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 […]
AI & Finances
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 […]
Under the Hood
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 […]
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 […]