This guide provides actionable steps for businesses to navigate the upcoming boomer retirement wave, from identifying critical roles to fostering intergenerational collaboration.

Medicaid and Homes: Protecting Assets While Caring for a Parent with Dementia
Facing tough choices about a parent’s home and Medicaid? Discover the pros and cons of selling vs. keeping the property.

CMS Cuts Sexual Orientation, Gender Identity Questions from Medicare Enrollment Forms
In compliance with Trump’s executive order, CMS will eliminate these optional questions, although a recent judicial ruling mandated they be restored.

Social Security to Pay Retroactive Benefits
By the end of March, millions are to receive long-overdue Social Security benefits. Learn how and when you’ll get paid.

Breaking the Cycle: Are Your Spending Habits Holding You Back?
With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt, it’s time to assess whether your spending aligns with your financial goals.

Revocable vs. Irrevocable Trusts
This guide explores the ideal scenarios, pros and cons for revocable and irrevocable trusts.

Retire in Kentucky: Affordable Living & Tax Benefits
Discover Kentucky’s attractive retirement benefits, including no Social Security tax, pension exclusions and low cost of living.

Feds Probe UnitedHealth’s Medicare Advantage Billing Practices
The U.S. Department of Justice is investigating Medicare Advantage billing practices at UnitedHealth Group, a development that the insurer disputes.

New Research on Early 401(k) Withdrawals Sparks Concern
Explore how emergency withdrawals & loan repayment impact retirement savings, with analysis from leading researchers.

Breaking the Cycle: Are Your Habits Holding You Back?
With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt for them, it’s time to assess whether your spending aligns with your financial goals.

