Browsing: Retirement

Over half of Medicare beneficiaries opted for Medicare Advantage plans in 2024, and the percentage is expected to climb to 60% by 2030, according to the…

Two sisters with parents in their 80s bitterly accuse one another of wrongdoing. Older sister (OS) originally had full charge of both parents, quitting her job…

About six years ago, a credit card company debuted a TV commercial, asking about the cards you have in your wallet. It’s still around today. I…

Tuck away in President Trump’s new tax law, the One Big Beautiful Bill, is a new program creating “Trump Accounts,” which are tax-deferred investment vehicles for…

I ntroduction The One Big Beautiful Bill Act (OBBBA) is now law. One of the myriads of tax benefits it has changed is charitable deductions. There…

In a Harvard Business Review study, 155 people were put in a position where the survey administrators rolled into the room with either food or marker…

The death of a spouse is one of life’s most devastating events. The overwhelming sense of loss impacts every aspect of daily life: emotionally, mentally, and…

The phone call came to Dad’s daughter (FD) at 6 AM. Again. This time, it was the night caregiver reporting that her father had fallen while…

So, what affect did the Big Beautiful Bill signed on July 4, 2025, by President Trump, have on the taxation of Social Security benefits-none, no changes!…

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart…