Retirement Blog


Social Security and the “One Big Beautiful Bill”

Months were spent debating new budget and tax regulations in Congress. A primary concern for pre-retirees and retirees was the possible impact on Social Security. According to a 2024 survey, around two-thirds of pre-retirees or retirees in the United States see their monthly Social Security benefits account for at least...

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How New Laws Could Affect Your Legacy Planning

As H.R. 1 – more commonly referred to as the “One Big Beautiful Bill” – was hotly debated in Congress, much of the talk revolved around how the many aspects of the legislation would combine to impact the country’s spending and deficit as a whole. Now that the bill is...

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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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