Blog
Compassionate Allowances
Per the CDC, more than 1 in 4 adults in the United States has some type of disability. This week, the Social Security Administration added 13 new serious illnesses to its Compassionate Allowances List (CAL) that meet the SSA’s disability requirements. If you or someone you care about is living with a serious medical condition, […]
Dealing with Uncertainty
Over the past few months, I’ve been sharing information about the real-life impact of changes to policies. Living in the fuzzy zone of uncertainty is a teacher about what is yours to “control”. Competing “high-impact” matters are dominating life these days. How are you managing what’s within your control amidst uncertainty? Living in the fuzzy […]
Charitable Contribution Deductions
Are you aware of the upcoming rule changes governing how much of your contributions will be deductible? Whether you contribute cash, donate items, or your time, it’s important you stay on top of how this will impact you? Due to the recent federal tax-and-spending cuts package it affects filers who take the standard deduction. Others […]
Student Loan Update
Student Loan Alert! SAVE Plan interest resumes: Starting August 1, 2025, interest will accrue again on federal student loans for borrowers in the SAVE (Saving on a Valuable Education) plan. The Department of Education cites a federal court injunction that halted the full implementation of the SAVE plan, including the provision for a zero percent interest […]
What is the Senior Tax Credit
The recent legislative action passed by Congress references a senior tax credit. Let’s take a look at the details of this bill to help you understand what this senior tax credit is. GoBankRates published an article this week that recaps this well. An important point they reference is that the senior tax credit is subject […]
ACA Insurance
The Affordable Care Act (ACA) was passed into law in 2010. The ACA aimed to expand health insurance coverage, regulate the insurance market, and control healthcare costs. It’s important to understand what the ACA currently covers to prepare for the upcoming changes that will take effect with the new legislation passed last week. Image by […]
Filial Responsibility Laws
Keeping up with information about all the nuances involved with planning can be daunting for us as laypeople. I’m a bit of a geek on this 😉and today I want to share what I’ve learned about filial responsibility laws. Filial responsibility laws are not new, yet they are unfamiliar to many. Did you know that […]
Cyberattacks
Cyberattacks have become so common that today, let’s ensure you are treating them seriously. The threat of a cyberattack targeting American infrastructure is growing as tensions escalate in the Middle East. Here at home this month, login credentials of an estimated at 16 billion were leaked online. This leak involved credentials gathered from malware-infected devices and […]
Elder Abuse
Last Sunday, June 15th, was World Elder Abuse Awareness Day, and the month of June is Elder Abuse Awareness Month. Each year, hundreds of thousands of adults over the age of 60 are abused, neglected, or financially exploited. Approximately one in 10 Americans age 60+ has experienced one form of elder abuse. Abuse can happen […]