Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values to future generations.

Social Security Fairness Act Recipients Receive $7.5B to Date
Higher monthly benefit payments to begin in April to eligible Social Security recipients.

Under Trump, Social Security Resumes What It Once Called ‘Clawback Cruelty’
The Trump administration will revert to subtracting 100% of Social Security overpayments from all identified recipients beginning at the end of March, KFF Health News and Cox Media Group report. Many overpayments are the result of government error.

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.

New Mexico Retirement Guide: Tax-Friendly Living for Seniors
Learn why New Mexico is a haven for retirees. Discover its zero estate tax, low property tax rates, income tax exemptions and more.

Private Credit Realities: Beyond High Returns & Low Volatility
Go beyond the sales pitch and examine the true risks of private credit. Learn how to evaluate loan structures, interest rates, and the borrower’s financial health.

Home Improvements Can Help People Age Independently. But Medicare Seldom Picks Up the Bill
Learn about the CAPABLE program’s success in preventing falls and improving senior independence through home-based interventions and understand the financial barriers.

Equitable Divorce Settlements: Beyond Gender Bias to Financial Independence
Discover the importance of vocational evaluations, career sacrifice recognition, and tailored settlements for equitable results.”

Nursing Home Violations: ProPublica Report
Looking for the right nursing home? ProPublica’s database of over 90,000 inspection reports exposes serious violations and helps you make an informed decision.
