Financial Planning

We’ve never shied away from highlighting the risk to older adults of being scammed and defrauded. Whether fraudsters are after your personal information or are going directly for your assets, few are safe from a scammer intent on stealing something of value from you. The amount of reported losses in…

When asked about the secret behind his long marriage, comedian Henny Youngman once remarked, “Some people ask the secret of our long marriage. We take time to go to a restaurant two times a week. A little candlelight, dinner, soft music and dancing. She goes Tuesdays, I go Fridays.” That…

Few of us have remained untouched by the current inflation and rising prices of such essentials as health care, food, gas, and utilities. Unless you have an expansive and unlimited budget, you are likely conscious these days of how you are spending money, how fast you are spending it, and…

You think the cost-of-living these days is expensive? Just wait until you see the cost-of-dying! According to a recent article in The Washington Post, the dire reality of how expensive the last days of your life can be is not well known to most people. Yet it’s critically important when…

There is the sense in the mainstream media and popular culture that Baby Boomers have it made: They own their own homes in significant numbers, have paid off mortgages, and will reap a huge financial reward when they decide to sell and downsize. And to some extent, for some of…

So, has the new year brought improved conditions at the Social Security Administration? As we highlighted throughout 2025, disruptions from government cost-cutting efforts, along with fewer offices and staff at the Social Security Administration, all combined to mean that Social Security recipients were experiencing significant and at times unresolvable problems…