Keeping up with your digital life is crazy enough. What happens to your digital life after you’re gone is something to prepare for while you’re still living. Some social media accounts now provide the ability to name a “legacy contact” for their platform. PC Magazine provided information on their site, which I’m sharing today. Password […]
February is American Heart Month. First proclaimed in 1964 by President Lyndon B. Johnson, American Heart Month began as a national call to take charge of your heart health—a mission that continues today. Heart disease is a leading cause of death in the United States for both men and women. But you can do a
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It’s been some time since I’ve written about beneficiary designations. Beneficiary designations are often overlooked or forgotten, and that can result in complications for everyone. Today, let’s review why beneficiaries are important, what types of accounts typically ask you to designate a beneficiary, and what to think about when designating beneficiaries. A beneficiary is defined
November is National Family Caregivers Month. I couldn’t let the month close without a shout-out to caregivers everywhere. Rosalynn Carter, the former first lady, said it perfectly, “There are only four kinds of people in the world — those who have been caregivers, those who are caregivers, those who will be caregivers, and those who
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Have you heard about the Visa-Mastercard proposed swipe settlement that was reported this week? Fortune and the AP’s Ken Sweet provide a heads-up with the details to keep us informed as individuals and businesses. Visa and Mastercard have proposed a settlement in their long-running legal dispute with merchants and retailers over how much they charge
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If you’re a senior, know a senior, or have the opportunity to become a senior, living expenses matter. As November is National Caregivers Month, planning for who cares for a senior’s expenses and overall financial responsibilities is an important conversation to have sooner rather than later. FinanceBuzz.com published an article covering potential tax savings for
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Have you heard about the pilot program slated to begin in January 2026, requiring prior authorization in six states for certain Medicare procedures for those enrolled in Original Medicare only? The states — New Jersey, Ohio, Oklahoma, Texas, Arizona, and Washington — will apply prior authorization evaluations to more than a dozen services per CMS.
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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
Alzheimer’s and Brain Awareness Month is observed in June as an opportunity to bring awareness and discuss Alzheimer’s disease and other dementias. On this Father’s Day, this awareness brings me back to when my dad was diagnosed with Alzheimer’s and everything I learned through him. Each experience with Alzheimer’s and other issues that impact brain
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I started the Advisory Perspective Series years ago to highlight people who are working with us to improve our lives. Today, I’d like to introduce you to DocuGuardian and its founders, Lori and David Selsberg, who graciously provided answers to questions I sent them! To begin, here is a little bit about them and how
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