Blog
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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Heart Month
February is Heart Month! Heart Month 2025 is a month-long initiative focused on heart health and cardiovascular disease prevention. Heart disease remains a leading cause of death worldwide. Heart Month has a long history dating back to the 1960s when it was initiated by the American Heart Association (AHA) in the United States. Since then, it […]
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What to Know Before You File
Happy Groundhog Day! It’s here – tax season opened on January 27th for individual filers in the United States. Here is information about what to know before you file to get you in the “mood”! The IRS has created a page called Get Ready to File Your Taxes reminding us that tax planning is for […]
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Your Stuff
Let’s talk about your stuff today! Yes, stuff! Your things, possessions, personal property – everything you accumulate over time. How important are things to you? The past few months have been a wake-up call for many of us. Watching cities and communities in the Carolinas, Florida, Tennessee, and California wiped out is overwhelming. A place […]
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