High Earners Over Age 50 Will Lose a 401(k) Tax Break
If you're 50 or older and in a high-income bracket, a new rule means that a familiar tax deduction for extra catch‐up contributions to your 401(k) may vanish and you'll be required to make [...]
Protecting Loved Ones From Funeral Debt
A recent survey reveals that one in three Americans took on debt to cover a loved one's funeral expenses.
2.8 Percent COLA Increase for 2026 Social Security Benefits
On October 24, 2025, the Social Security Administration (SSA) announced that Social Security beneficiaries will receive a 2.8 percent cost-of-living adjustment (COLA) in 2026.
Private Equity and Nursing Homes: What Families Need to Know
Research and reporting have shown mixed outcomes, but many studies suggest troubling patterns when private equity enters the nursing home sector.
Social Security Spousal Benefits and Survivor Benefits
Social Security doesn't just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker's spouse or ex-spouse and to a deceased worker's [...]
Affordable Housing Is Getting Scarce for Older Adults
Despite over 2 million older adults receiving federal rental assistance, only about one in three older adults who need federal rental assistance receive it. The situation, experts say, is [...]
Probate Law: A Look Across States
Trusts are a common tool for bypassing probate, but states offer other options as well. These vary widely, underscoring the importance of understanding local laws if probate avoidance is [...]
How to Prevent Long-Term Care Insurance Claim Denials
Understanding why long-term care insurance denials happen and how to avoid them can save families significant stress and expense.
How Do I Ensure My Home Care Wishes Are Honored?
How do I plan for my husband's and my wishes to be honored regarding our care at our home? With a blended family and several grandchildren, we are considering appointing another family [...]
Can a Medicaid Denial Be Appealed?
My patient was approved for Medicare but denied Medicaid due to having a 401(k). He will receive SSI; however, he is too young to go into his 401(k). Can he appeal the Medicaid denial? [...]
