While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant. Download Here
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For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later. How to Pay for Long-Term Care- 8 Strategies
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Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services in their remaining years. Women need care longer (3.7 years) than men (2.2 years).…
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Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Download here 4 Common Elder Scams
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Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, I will be happy to go…
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It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. You take a peek and see a text from a phone number and area code you don’t recognize. “Hey Jackson, when are you coming to my house to fix my a/c? It’s hot in this place.” Or…
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Don’t miss any important dates! Download here-Key Planning Dates Fall
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There are lots of questions when it comes to Medicare. The attached guide can be a useful tool when navigating all the complexities. Download here Quick Reference
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Coming up in October – Cybersecurity Awareness Cybersecurity Awareness Month is an annual campaign held every October to raise awareness about the importance of cybersecurity and encourage everyone to take proactive steps in safeguarding their digital lives. With cyber threats on the rise, from data breaches to phishing attacks, the need to protect personal…
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It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with average Medicare premiums and out-of-pocket expenses could find that they…
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