Have you ever noticed how, when the topic of Medicare and Medicaid come up, many of your friends seem to get a blank expression on their faces? Despite the fact that tens of millions of Americans are directly affected by these two legacy programs, the level of...
Here at the Blog, we see a great number of articles week in and week out concerning estate planning. Getting our estate planning done properly is an essential component of LifePlanning, which is Rajiv’s term describing his holistic approach to retirement preparedness....
Amid all the controversy last summer regarding the crafting and eventual passage of President Trump’s signature piece of legislation, dubbed “One Big Beautiful Bill,” perhaps the most contentious issue concerned proposed new work requirements for those receiving...
Often the best way to prepare for a journey – in this case, the journey of long-term care planning – is to talk with those who have been there. We know how long-term care planning is “supposed” to go when the process unfolds smoothly. But what if we haven’t planned,...
Sometimes here on the Blog, an article truly stops us in our tracks. That was our reaction this week when we read this extremely poignant column in the Wall Steet Journal. It tells the tale of a couple, Glenn and Karen Ruffenach, who had all their retirement plans in...
