Can You Spot a Deepfake?
Have you heard about AI generated images and “deepfakes”? You might be wondering: what exactly is a “deepfake”? How can a computer make such realistic fake photos, videos, and sound bites, and why?
Thinking About Retirement? How Inflation Can Affect Retirement Planning
With inflation, the cost of goods and services increase over a period of time, meaning that you’ll need more retirement income in order to pay for the same lifestyle.
Thinking About Retirement? 4 Tips to Avoid Outliving Your Assets
The odds are that you’ll live a long time after retiring. That’s the good news. The bad news is that you’ll need sufficient assets to provide retirement income over a potentially long period of time. The alternative is to risk outliving your retirement income.
What Are Annuities and How Do They Work?
Annuities were developed to ensure that in exchange for a single large deposit an individual or family would receive annual payments for the rest of their lives…
Lower Prescription Drug Costs - 2024
Rising prescription drug costs are hitting many people hard this year, and you may be wondering where to find relief. We've updated our blog post on the best tips for lowering your prescription drug costs for 2024.
Long Term Care Insurance and Income Taxes - 2024
The new year is bringing little change to long term care insurance deduction limits but may mean brand new payroll taxes for long term care being introduced in some states. Below, you’ll find the current deduction limits for individual plans and guidance on factors that affect deductibility of premiums. Check with your CPA to make sure you are getting the deductions you deserve.
Getting Started With Medicare: 2024
Are you or is someone you love retiring or turning 65 in 2024? We’ve updated our Getting Started with Medicare booklet with information for 2024 on Parts A and B, Medicare Advantage Plans (Part C), Part D Prescription Drug Plans, Medigap Supplemental Plans, and more.
Receiving Care - Building New Routines [Video]
We've come to our fifth and final tool for helping loved ones who are receiving care: working together to build new routines that accommodate changing abilities.
Receiving Care - Positive Redirection [Video]
In this video, we discuss the technique of positive redirection while caring for loved ones. It's a tool that helps people shift from being upset to finding calm, by directing energy towards possible actions.
Can You Manage Today’s Demands and Still Plan For Retirement?
Regardless of the worries of today, laying out the full picture of your current retirement plan leads you to a better understanding of how to strengthen it for the future.
IRAs, Taxes and Estate Planning 2023
One of the most commonly used retirement savings plans, after 401(k)s, are IRAs. Many folks will pass away with assets in their IRAs yet most of us don’t think of IRAs as a part of our legacy. Post updated with updated values for 2023.
Receiving Care - Reflective Listening [Video]
In this video, we discuss using reflective listening to get to the heart of difficult issues for your loved one who is transitioning between independence and needing care.
How To Pick A Medicare Plan: 2024
Medicare may be confusing, but the good news is that the complexity means you have a lot of choices. The key to choosing a plan is to narrow down the options by focusing on your unique situation. We've updated our post on how to pick a Medicare plan for 2024, to help make sense of the options.
How Does Medicare Work: 2024
For most people turning 65 means becoming eligible for Medicare for the first time. With all the “Parts” and “Supplemental Plans”, options, regulations and other details it’s not surprising that many are left feeling overwhelmed and confused.
Thinking About Retirement?
Being prepared for retirement, emotionally and financially, provides a solid foundation for whatever your dreams entail. We’re here to provide the resources and experience to guide you to a safer retirement. Download our retirement preparation booklet to learn more.
How To Pick A Medicare Plan: 2023
We've updated our post on how to pick a Medicare plan for 2023!
Download our informative booklet “Getting Started with Medicare 2023” for a more detailed walk-through on how it all works.
How Does Medicare Work: 2023
For most people turning 65 means becoming eligible for Medicare for the first time. With all the “Parts” and “Supplemental Plans”, options, regulations and other details it’s not surprising that many are left feeling overwhelmed and confused.
Receiving Care - Reminiscing and Memory [Video]
Reminiscing, our next tool for dealing with loss of independence, is probably the most fun for everyone involved.
Receiving Care - Dealing With Grief [Video]
Let’s talk about grief. According to the Cleveland Clinic, grief is a natural response to any kind of loss, regardless of whether the loss is a spouse, a job, or full mobility.
Receiving Care - Challenges and Expectations [Video]
Caregivers deserve support. But what about those we’re taking care of? Most of us assume that if someone is getting help with the tasks they can no longer do alone, then everything is okay.