Financial Planning

Financial Planning

Medicare Program Set to Expand in 2024

Older adults and disabled citizens will receive more access to the Medicare Extra Help Program, starting in 2024. This expansion of benefits could enable up to 3 million people to reduce their prescription drug costs. ...
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3 Common Questions for Estate Planning

Many of us have a vague understanding of estate law. But when you find yourself as an executor or are working on your own estate planning, details matter. Brush up on the basics with this informative article to get started. ...
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Estate Planning for Property Owners

Estate planning is a plan that you put in place to make sure your assets transfer to your loved ones without probate court. If you have proper estate planning, there is no need for probate court. Some questions to consider include, will your loved ones encounter debt when settling your affairs? What about property tax payments on the estate you pass down? How will your assets transfer to your loved ones? ...
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Elder Abuse & Money

Uncooperative victims and the crimes against them are tough to prosecute. As a result, financial abuse is one of the least-reported but likely most common ways older adults are mistreated. ...
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What is a Postnuptial Agreement?

After-marriage agreements (postnups) have become more popular as couples look to protect their assets. Prenuptial agreements have been valid for a long time and are signed before the marriage, postnuptial agreements, on the other hand, are created after the couple has already married. ...
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Social Security Supports Teachers with Online Toolkit

If you're a teacher searching for practical, online instructional resources, consider Social Security's Educator Toolkit. It’s a shareable online resource for teachers to engage students and educate them on Social Security. It's never too early learn! ...
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Create an Estate Plan Sooner Rather Than Later

Only one in three people has an estate plan in place. It is dangerous to wait until you have a health issue before creating an estate plan. Without one, you could potentially lose control over all you value most. ...
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Ready to Retire? Apply Online with Social Security

It’s never too early to start planning for retirement. Social Security's online tools can help. Once you set up a personal account, you can use the Plan for Retirement tool to see how your benefits can change at different ages. ...
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