The elimination of the WEP and GPO under the Social Security Fairness Act may mean that you need to file for retroactive benefits. Here’s everything you need to know.

GOP Must Cut Medicaid or Medicare to Achieve Budget Goals: CBO
The Washington Post reports that the nonpartisan bookkeeper said there’s no other way to cut $1.5 trillion from the budget over the next decade.

Black History Month Roundtable: Financial Equity & Racial Equity
Financial experts Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry join Robert Powell in this roundtable discussion.

Digital Estate Planning Tools for Older Adults
Digital platforms can make it easier to organize documents, communicate with advisers and protect your legacy. Here’s everything you need to know.

Retiring in Illinois: Tax Benefits, Health Care and Lifestyle Options
Illinois offers unique tax advantages on retirement income. Weigh the pros and cons, including health care access and lifestyle options.

Lost Your Job? Health Insurance Options
Here’s what you need to know about your health care coverage options if you’ve recently lost your job or anticipate losing your job.

Navigating the Great Wealth Transfer: A Family Guide to Generational Planning
Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values to future generations.

House Votes to Extend Medicare Telehealth
The House of Representatives voted 217-213 to pass a continuing resolution (CR) on March 12, 2025. This has key health care and government shutdown provisions.

Social Security for Women: Claiming Strategies & Eligibility Explained
Learn how women can optimize Social Security benefits due to longer life expectancies. Understand spousal, survivor and individual benefits, claiming strategies and eligibility requirements.

How to Measure the Value of Financial Advice
Dana Anspach explains how to quantify the value of financial planning using household balance sheets and other key metrics.

