Planning

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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Q4 Plans

Q4 plans are underway. Plans and planning are often lumped into the same “bucket”. Over the years, I’ve discovered the main difference between plans and planning is that planning is the process of thinking about how to achieve a goal, while a plan is the documentation of that process. Separating the how from the execution is

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Family Caregivers

The Hidden Heroes Among Us: Celebrating National Family Caregivers Month In homes across America, an extraordinary story of love, dedication, and sacrifice unfolds every day. These stories belong to family caregivers—parents caring for children with special needs, adult children supporting aging parents, and grandparents stepping in to raise grandchildren. This November, during National Family Caregivers

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