How to Prevent Long-Term Care Insurance Claim Denials

Long-term care insurance can provide necessary financial support when someone needs help with daily activities such as bathing, dressing, or eating, whether they live at home, in an assisted living facility, or in a nursing home. However, when the time comes to use...

Potential Changes to SSDI Benefits May Affect Older Adults

Though many Americans have adequate retirement savings, many others plan to work longer – or feel they cannot stop working – simply to afford retirement. However, about 40 percent of workers will have to quit their jobs earlier than expected because of a disability....

Some Older Adults May Qualify for a New $6,000 Tax Break

As of the 2025 tax year, many older Americans may realize a new tax benefit thanks to a provision in the One Big Beautiful Bill Act. The law, signed in July 2025, created a new annual tax deduction of up to $6,000 for taxpayers age 65 and older. Though the deduction...

Overcoming Estate Planning Challenges: Why Experience Matters

Estate planning is one of the most important steps you can take to protect yourself, your loved ones, and your legacy. Yet for many families, the process can feel overwhelming, emotional, or deceptively simple – leading them to delay planning or attempt a...