After you’ve been entrusted with the responsibility of managing the assets of a family member or friend (called the “ward), you may be feeling overwhelmed. Awareness of your new duties, how to perform them, and with whom can you consult will help ease you into this new position.
Read MoreCongress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December of 2019. The new changes went into effect as of January 1, 2020. These new law changes may affect the way you structure your estate plan and other considerations with your retirement savings.
Read MoreAs part of a modernizing initiative, Medicare has created a free, “What’s Covered” app. It contains a database full of coverage information under Medicare Parts A and B to help users easily find out whether or not their service, procedure, or location of appointment is covered—even when they’re offline.
Read MoreCold weather can be a strain and potential hazard for all of us … Remembering our seniors during this time is imperative, especially considering the additional assistance they may require. Here are a few quick tips on how you can help prepare and protect elderly adults during this slippery season.
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