Tax breaks for people 50 and over
If you’re like many employees, you regularly set aside a portion of your paycheck to help build your retirement savings for the future. And if you’ve chosen a pre-tax retirement…
Make the most of your cost-of-living adjustment
If you are retired and receiving a pension or a retiree receiving Social Security benefits, you can usually look forward to a cost-of-living adjustment (COLA) at the start of each…
Why many baby boomers are now becoming homeless at a high rate
Many baby boomers across the country are now coming to terms with the hard reality that working for your entire adult life is no longer enough to guarantee you’ll have…
Medicaid Redetermination October 23, 2023
Why should I attend? Medicaid Redetermination will result in states redetermining their Medicaid requirements and benefits, which could result in anywhere between 5-14 million beneficiaries under 65 losing their Medicaid…
T-65 Lunch and Learn, November 6, 2023
Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…
Scam & Fraud Prevention October 16, 2023
Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…
T-65 Lunch and Learn, December 4, 2023
Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…
T-65 Lunch and Learn, October 9, 2023
Why should I attend? Enroll in Medicare? Maybe Yes, Maybe No. What are my options? Which plan is the best based on my needs Which rules apply to me Penalties…
4 financial tips for the sandwich generation
More than half of middle-aged Americans are currently “sandwiched” between raising children and/or financially supporting adult children and caring for aging parents. Known as the Sandwich Generation, this group of…
How to avoid caregiver burnout
As the number of older Americans continues to increase, so does the need for caregivers. Many adults in their 40s and 50s are taking on this responsibility, while also managing…