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Financial Planning

Caregiving & Money

By Jennifer Beach
January 26, 2023
When families face a life-changing health challenge, the financial picture can become disjointed. Families may turn to specialists who may be experts in their particular field but likely aren’t able to pull all of the parts together. ...
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Is Your Budget Retirement-Ready?

By Margaret Briller
January 26, 2023
Wherever you are on your retirement journey, the main objective is to retire comfortably with enough money for life’s next stage. If you are uncertain about your long-term financial plan, talk things over with a qualified financial planner. ...
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4 Steps to Take if You Lose Your Job Near Retirement

By Compiled by NEO Thrive Staff from Outside Sources
January 13, 2023
If you're fired or laid off from a job later in life, it's a gut punch. No doubt, it could lead to financial disaster. Here are a few things you can do to lessen the damage, according to Kiplinger's. ...
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Medicare Now Covers Medically Necessary Dental Care

By Submitted to Northeast Ohio Thrive
January 11, 2023
A new law expands Medicare coverage to include medically necessary dental services. This change in Medicare rules now allows people with life-threatening conditions to receive dental care and operations related to conditions approved by the agency that oversees the federal program. ...
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This New Year, Learn About Social Security

By Brandon Smith
January 4, 2023
Consider the start of the new year as an opportunity for you to engage with Social Security online. This begins with creating your free and secure personal my Social Security account at ssa.gov/myaccount. ...
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Overlooked Tax Breaks for Older Adults

By Submitted to Northeast Ohio Thrive
December 28, 2022
People over 65 often miss tax-saving opportunities that are available to them. Don't let that happen to you. We found a story that outlines the best ones for Boomers. ...
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Social Security Supports Rural Communities

By Brandon Smith
December 21, 2022
Social Security touches the lives of nearly every American. Retirees who worked hard their whole lives, people no longer able to work due to disability, dependents and survivors all depend on the resource. As a member of the Rural Partners Network, Social Security continues reaching out to rural communities. ...
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What Not to Include in Your Will

By Submitted to Northeast Ohio Thrive
December 5, 2022
If you are considering preparing a will, this is a great first step in planning for the future. After reflecting on the basics, such as whom you want to be in charge of administering your wishes, you may wonder if there’s anything you shouldn’t include in your will. The answer is yes. ...
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