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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Mark your calendars! The Parent Plus student loans will undergo changes on July 1, 2026. https://www.ppsl.org/ outlines the changes for you, so you can be ready to be ready. What’s Changing? New Borrowing Limits Starting on July 1, 2026: Loss of Access to Some Affordable Repayment Plans, also starting on July 1, 2026 Image by
As families prepare for Thanksgiving on November 27th in the US, it’s a perfect time to give thanks! There’s something about this time of year that reminds us to pause, count our blessings, and focus on community. History.com reminds us that In 1621, the Plymouth colonists from England and the Native American Wampanoag people shared
In 2025, National Estate Planning Awareness Month is in October. The official week is October 20-26th! There are many components to the estate planning process, and today I am highlighting the “Widow’s Tax”. Moneywise recently posted an article about a “widow’s tax” that caught my eye. Reading it, I wanted to ensure you were all aware
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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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
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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
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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May is National Military Appreciation Month. Two specific holidays in May pay tribute to the military: Armed Forces Day on the third Saturday and Memorial Day on the last Monday. VoteVets.org created this graphic to remind us what each day is about. https://votevets.org/ Congress designated May as National Military Appreciation Month in 1999 to ensure
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April is financial literacy month. As finances are in the news of late, I thought I would address financial literacy across different life stages in this post. Photo by Markus Winkler on Unsplash Building Financial Literacy at Every Life Stage April marks Financial Literacy Month, giving us all a perfect opportunity to reflect on our
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