Blog
- April 30, 2025
Generation Gaps Among Americans in Retirement Planning
Financial concerns and preparation strategies vary among different generations of Americans. From baby boomers entering retirement to Gen Zers just beginning their careers, members of each generation face unique obstacles and approaches while planning for their retirement years.
- April 30, 2025
What Impact Could the HHS Downsizing Have on Older Adults?
Recent restructuring at the Department of Health and Human Services (HHS) is raising concerns among advocates and some lawmakers regarding their potential effects on older adults and people with disabilities.
- April 30, 2025
Stressed? Why a Little (Estate) Planning Can Go a Long Way
Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.
- April 30, 2025
Relief for Supplemental Security Income Recipients in 2025
In 2025, Supplemental Security Income (SSI) recipients who qualify for a waiver under the Campos v. Kijakazi settlement will likely receive them by this summer.
- February 18, 2025
Estate Planning in the Face of Natural Disasters
The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
- February 18, 2025
Transfer-On-Death Accounts: A Useful Estate Planning Tool
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
