Financial Planning

As you likely know, this has been an extraordinary year for news about the Social Security Administration. With all of the political changes in Washington and efforts to slash government spending, there has been enormous upheaval in the Social Security Administration, which continues on to this day. While many beneficiaries…

Data has shown that there’s an ever-growing community of people aging on their own, without the support or companionship of a partner, adult child, or other loved ones. According to a recent AARP survey, 21% of US adults age 50 and above live alone, representing 24 million people, including one…

Everyone has a unique and idiosyncratic experience growing older. No two of us are exactly alike, and our own aging process is informed by everything from our physical health to our family circumstances. Yet, at the same time, some trends transcend individual experiences, and they paint a picture of what…

Scams that target older adults are nothing new: we’ve been highlighting the various scams and frauds perpetrated against older people for years. But each year, the technology seems to get a bit better, the fraud seems to get harder to detect, and our radar to sniff out when we’re being…

Feeling insecure about the state of Social Security? If so, you’re not alone. A recent study from the Transamerica Center for Retirement Studies found that 7 out of 10 people not yet retired are concerned that Social Security won’t be there for them when they need it. For those who…

Have you been a victim? According to a recent survey from the Pew Research Center, 73% of US adults have experienced some type of online scam. This has occurred among all age groups and resulted in losses reported to the FBI of over $16 billion in 2024. 79% of those…