The New Pickpockets: Why Seniors Are Being Targeted by Scammers
They don’t hang out on street corners or reach into your pocket in a crowd. Today’s pickpockets work over the phone, in...
Read More
How to Pay for Long-Term Care Without Paying More in Taxes
Are you helping a loved one with long-term care and wondering how to do it in the most tax-efficient way? This week, we...
Read More
What May’s Jobs Report Means for Your Money
The U.S. added 139,000 jobs in May and wages are up 3.9% year over year. Sounds like a win, right? Not so fast. While...
Read More
240 Paychecks: Are You Making the Most of Your Social Security?
Here’s a stat that might stop you in your tracks: Most retirees receive around 240 Social Security paychecks over the...
Read More
“One Big, Beautiful Bill”: What the New Tax Proposal Could Mean for You
The name might sound more like a marketing slogan than legislation, but Washington’s latest tax proposal—the One Big...
Read More
Those Financial Mailers in Your Mailbox? Here’s What They’re Not Telling You
Key Takeaways: Financial mailers often focus on just one topic—Medicare, Social Security, estate planning, or taxes—but...
Read More
Young, Busy, and at Risk: Why You Can’t Ignore This Rising Health Trend
This one’s for you if you’re in your 20s, 30s, or 40s. You’re juggling your career, family, and maybe even your first...
Read More
Money Lessons from Mom: Honoring the Heart Behind Your Financial Habits
Some of the most important financial wisdom doesn’t come from spreadsheets or podcasts—it comes from the woman who...
Read More
Medicare Part D in 2025: How to Smooth Out Prescription Costs
Big changes are coming to Medicare prescription plans—and if you expect high out-of-pocket drug costs, you’ll definitely...
Read More
Is Starbucks a Coffee Shop—or a Bank in Disguise?
You've probably never walked into a Starbucks and thought, “Wow, this place feels like a bank.” But maybe you should. I...
Read More
The Financial Costs of Aging: What Will Your Final Chapter Cost You?
No one likes to think about it, but it's something we all need to plan for: aging isn’t just emotional—it’s expensive...
Read More
What Tax Papers Should You Keep—and For How Long?
You’ve handed over your paperwork, signed the return, and filed your taxes—whew! But before you stuff everything in a...
Read More
