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Articles Posted in Featured Posts

AdobeStock_295677330-300x206We are living in some pretty surreal times right now. Things are changing so quickly that it’s almost impossible to keep up with the news. Our daily routines have been upended, and our daily conversations with friends and family are all focused on the same topic: the coronavirus.

Few among us have ever lived through a crisis so intense and so global in nature. It’s no wonder that our stress and anxiety levels are through the roof.

But humans are amazingly resilient and adaptable creatures. Even in the midst of all the uncertainty and chaos, people are finding beautiful ways to extend small kindnesses and create joy.

The way forward railwayDo you know right now, without looking, who your beneficiaries are in your Will, life insurance or 401K?

With good intentions and operating on the best information we have at the time, we make important estate planning decisions about who should receive our wealth when are no longer here.

Things can and will change in our lives, and when they do, make sure you adjust your estate plans and beneficiary designations accordingly. Continue reading

1393063860hda4qMore than 5,560 older adults were killed and more than 214,000 were injured in motor vehicle crashes in 2012.

This amounts to 15 older adults killed and 586 injured in crashes on average every day.

These harrowing statistics were published by The Centers for Disease Control.

Dreading the conversation? Not having it can have deadly consequences.

It’s one of the hardest conversations we have with aging parents who may be in denial about their poor eyesight, slower reflexes or diminished capacity. Continue reading

dollars-1412644-mThe Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) disability programs are the largest of several Federal programs that provide assistance to people with disabilities. While these two programs are different in many ways, both are administered by the Social Security Administration and only individuals who have a disability and meet medical criteria may qualify for benefits under either program.

SSDI pays benefits to you and certain members of your family if you are “insured,” meaning Continue reading

SocialSecurityWe are often asked this question…

When am I eligible for Medicare and Social Security?

…especially as our clients reach their 60s and start dreaming of retirement. Here are some answers to your questions about Medicare and Social Security.

When Can I Apply for Medicare

If you worked and paid Medicare taxes for 10 years, and you are not disabled, you are eligible to enroll in Medicare beginning three months before the month you turn 65. Continue reading

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