Financial Planning

Con artists adapt their tactics to pull on people’s heartstrings and loosen their purse strings. Complaints about bogus charities spiked during the COVID-19 pandemic, and unscrupulous solicitations surge during wars, hurricanes, other disasters... and holidays. ...

Should they stay or should they go? We're talking about important documents; and by that description is sounds like they're so important we should keep them forever. But that's not entirely true. A local estate attorney sorts things out for us. ...

Social Security and Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7 percent in 2023; a move that could take some of the sting out of inflation for many of us.  ...

Social Security strives to deliver great customer service and helpful information to everyone, including people who are more comfortable reading and speaking Spanish. Look for the Spanish-language website, social media and print publications. ...

The Department of Education (ED)’s application for federal student loan debt relief is now open and scammers are on the move — trying to get your money and personal information. Luckily, there are ways to stop them. ...

If your loved one is entering a nursing home, you may worry whether you could be liable for their care. Under federal law, a facility cannot require a family member or friend to co-sign an admission agreement and take on personal liability. However, nursing homes around the country still try to do so, and often these matters end up in court. ...

Turns out, student loan borrowers aged 50 and older comprise approximately 22% of the total student loan debt. Older borrowers are now accounting for more student loan debt as well as the rising number of loan defaulters. If this describes you, pay attention to the White House's student loan forgiveness plan. And beware of debt relief scammers and misleading programs. ...

Our educator’s toolkit is a great way to introduce our many programs to a new audience and show them that our programs help people other than retirees. Understanding how Social Security helps wounded warriors, survivors, children, and adults with disabilities can teach students to have greater empathy, provide a path to inspired learning, and increase awareness of programs that can provide financial security. ...