Financial Planning

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…

If you’re over 62 and retired, chances are you are now receiving Social Security benefits. That makes you one of millions of older adults who receive Social Security each month, many of whom rely on their Social Security benefits as an important- even primary- source of income once they have…

In our continuing effort to objectively and accurately cover the latest actions of the Federal government to overhaul and change rules and laws related to the Social Security Administration, it’s time for a new update. As you’ll likely remember from previous posts, there has been much chaos and uncertainty over…

It’s hard for us mere mortals to keep track of the budget negotiations currently ongoing in Congress. But that doesn’t negate the fact that for many older adults, the ultimate legislation passed by Congress and signed into law by the President could have a profound impact on your health and…