Retirement Blog


Keep an Eye on Possible Medicare Changes

If you are one of the 67.3 million current beneficiaries of Medicare benefits, the months of discussion on the recently passed “One Big Beautiful Bill” likely filled your news feed with all kinds of information. Now that the legislation is settled, here is a helpful guide to show what did...

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How Does New Legislation Impact Your Tax Bill?

The first half of 2025 was filled with plenty of reports of what legislation would be enacted with a new presidential administration. While there are still many items being discussed, July’s passing of H.R. 1 (formerly know as “One Big Beautiful Bill”) locked in some significant new policies that everyone...

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What Long-Term Plan is Best for You?

Planning for long-term care can feel overwhelming—but it doesn’t have to be. With the right strategy, you can create a plan that helps protect your health, your finances, and your confidence in your future plans. The first step is understanding your options. From in-home care to assisted living and nursing...

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