Blog
Social Security is Giving Everyone a Raise!
YOU get a raise… and YOU get a raise! The Social Security Administration is giving everyone receiving benefits a raise in 2023! The SSA announced it will …
So You Have a Million Bucks… Can You Retire?
Long, long time ago, I can still remember… Sorry. Started writing, and Don McLean’s American Pie immediately hit the brain. It used to be that becoming …
So You Have a Will… Is it Enough?
Many folks improperly equate “estate planning” with “writing out a will.” Undoubtedly a last will and testament can help with some planning goals, but is …
Happy AEP! What You Should Know About Medicare Enrollment Periods
It’s Medicare season once again… Can’t you hear the music and feel it in the air? With news that premiums are coming down next year …
Financial Elder Abuse: Something We Don’t Talk About But Should
Let’s start with a definition. Under Ohio’s definition, “financial elder abuse,” sometimes referred to as senior exploitation, is the unlawful or improper act of using an …
5 Things to Think About When Buying Long-Term Care Insurance
The U.S. Department of Health and Human Services (“HHS”) estimates that more than two-thirds of Americans over the age of 65 will need some type of long-term …
Why Are You Putting Off Your Estate Plan?
The statistics on estate planning are rather startling: Two decades ago, about half of Americans had a Last Will & Testament. But today? Only about …
How to Choose a Trustee for a Special Needs Trust
Choosing the right trustee for any trust is an important—and often difficult—decision. In the case of choosing the right trustee for the trust you have created to …
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