The SECURE Act is a new law that took effect January of 2020, making significant changes that may affect your retirement accounts, and particularly the beneficiaries you name to receive any funds remaining after your death. This article highlights 8…
Thinking Ahead Roadmap
Planning for your financial future can be an overwhelming task. That is why the Stanford Center on Longevity developed the Thinking Ahead Roadmap, an interactive, user-friendly tool that guides you as you make your plans for the future.
Protect yourself from Social Security Scams
It is important to be ever vigilant in protecting your identity. Scammers will do anything to obtain your personal information. The Office of the Inspector General is aware of the efforts scammers continuously make to steal your identity, so they…
Guard your COVID-19 vaccination card
After you get your COVID-19 vaccine, keep your vaccination card safe — scammers are using the COVID-19 pandemic to try to steal your personal information. Don’t share a photo of your COVID-19 vaccination card online or on social media. Scammers…
Useful chart for IRA beneficiaries
If you have ever wondered how best to name your desired beneficiaries on your IRA, or if you have been confused by the many different names and types of beneficiaries and IRAs, this useful chart can help to answer your…
Doctors Now Must Provide Patients Their Health Data, Online and On Demand
A new federal rule now gives you the right to immediate access to most medical records and physician notes. As this article explains, there are benefits as well as drawbacks to the rule, and some gray areas must still be…
Should You Exchange Your Variable Annuity?
Financial hardship can happen to anyone. One solution may be to borrow money from your 401k. Before taking out such a loan, review this list of pros and cons, and information on where to seek help if needed.
Social Isolation and Investment Fraud
COVID-19 has made social isolation an everyday challenge for elderly adults. FINRA has a guide for how to recognize investment fraud or scams and how to protect yourself.
Reducing Hospital Debt
Nine step approach to eliminating or reducing hospital debt.
Selecting Hospice
Deciding whether a particular hospice is appropriate can seem a daunting task. Here are some questions to ask when evaluating a particular hospice. What do others say about this hospice? How long has the hospice been in operation? Is the…