A sweeping federal budget law is quietly threatening the health coverage of some of America’s most vulnerable older adults. Here’s what’s changing, whom it will affect, and what you can do. If you rely on both Medicare and Medicaid to…
When a loved one dies, the grief is hard enough to deal with, but for many people that grief is compounded by the troubling discovery that they have been left out of the probate process — sometimes unintentionally, sometimes not.…
Probate Avoidance Is Not the Whole Story Revocable living trusts are widely known for helping families avoid probate after death. That benefit is real, but it is often not the most urgent reason a trust matters. For comprehensive estate planning,…
Being named someone’s agent (sometimes called an “attorney-in-fact”) under a power of attorney can feel like an honor — and a lot of pressure. A financial power of attorney lets you handle certain money and property matters for the person…
With terms like “affordability crisis” and a “K-shaped” economy dominating economic headlines amid rising geopolitical tensions, there’s an underreported bright spot buried beneath the pessimistic news: Total U.S. retirement assets, including money saved in 401(k)s and individual retirement accounts (IRAs),…
Dividing personal belongings after a loved one passes away can be one of the most difficult parts of estate planning. Even small items can carry deep emotional meaning, which can sometimes lead to family disagreements if there isn’t a clear…
Financial scams targeting older adults are more common than ever. Older adults lose billions of dollars each year to financial abuse and exploitation. In 2025, adults aged 60 and older in the United States reported $2.4 billion in losses to…
If there’s one word that best summarizes the current economy, it’s uncertainty. Open a newspaper, scroll through financial headlines, or listen to earnings calls, and the same theme keeps surfacing. Uncertainty has become the new normal — and it shows…
Over the past several decades, baby boomers and their parents have amassed a considerable amount of wealth. That wealth is now beginning to pass to Generation X and millennials. According to a new report, about 1.2 million individuals, each with…
Americans want to live longer, healthier lives, but here’s the problem: while we’re living more years overall, many of those extra years are spent dealing with long-term illness and physical decline. One scientifically backed way to improve overall health and…