The SECURE Act: What It Means for Your Retirement and Estate Planning In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a bipartisan federal spending bill. Signed into law on December 20, 2019, the Act took effect January 1, 2020, marking the most significant overhaul of […]
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Health and Financial Questions to Understand Before Turning 65 Turning 65 is one of life’s major milestones. In the United States, it marks eligibility for Medicare, retirement benefits, and a host of financial and lifestyle transitions. But before blowing out those candles, it’s important to prepare — strategically and thoughtfully — to protect both your
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Everyday Devices That Can Be Hacked — And How to Protect Yourself The Internet of Things (IoT) has transformed everyday life. From smart thermostats to connected doorbells, technology now makes our homes more efficient, comfortable, and secure. However, these same conveniences also introduce serious privacy and security risks—especially for seniors, who may be less familiar
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General Topics to Consider When Caregiving for an Aging Parent Caring for an aging parent is both an act of love and a major responsibility. While these conversations can feel uncomfortable, discussing your parent’s expectations and setting shared goals early can make all the difference. Proactive planning helps families avoid crisis-driven decisions and instead follow
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Genetic Testing Scams: A Growing Threat to Medicare Beneficiaries The U.S. Department of Health and Human Services Office of Inspector General (HHS-OIG) has issued a national alert warning Medicare beneficiaries about a new type of healthcare fraud involving genetic testing. Federal authorities are investigating this widespread scam, which has already led to charges against 35
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