Is your spouse keeping financial secrets behind your back by removing funds from retirement accounts without your knowledge or approval? It may be possible, according to a new report from the Government Accountability Office (GAO), a nonpartisan congressional watchdog. Financial…
As we reach the halfway point of the year, many people take time to evaluate their goals, finances, and personal priorities. It's also the perfect opportunity to give your estate plan a mid-year checkup. Why a Mid-Year Review Matters Life…
Summer doesn’t have to mean expensive vacations, luxury resorts, or costly travel plans. With rising prices affecting everything from groceries to gas, many families are looking for ways to enjoy the season without overspending — and thankfully, there are still…
Recent research findings highlight widespread concerns about long-term care planning. In October 2025, Lincoln Financial’s Consumer Sentiments Tracker found that a staggering 82 percent of people surveyed said they are concerned about paying for long-term care for themselves or a family…
As of the 2025 tax year, many older Americans may realize a new tax benefit due to a provision in the One Big Beautiful Bill Act. The law, signed in July 2025, created a new annual tax deduction of up…
The confetti has settled, the champagne glasses are put away, and the calendar has flipped to a fresh page. While many of us focus on hitting the gym or saving money as our primary resolutions, there is one area of…
Estate Planning is all about ensuring that your wishes are carried out and your loved ones are taken care of. But if no one knows what you own or where to find your assets, it can create confusion, delays, and even disputes.
Vincent J. Russo shares key insights into estate planning. Know what you own to secure your family's future.
It has been a challenging few years — from political uncertainty to global conflicts — but as we look ahead to the new year, there are meaningful reasons for older adults and their families to feel hopeful. Here are five…
MEDICARE 2026 FIGURES MEDICARE PART A: HOSPITAL SERVICES Inpatient hospital deductible $1,736/illness Daily co-insurance $0/day 1-60, $434/day 61-90, $868/day 91-150 Skilled Nursing Facility (SNF) Daily co-insurance amount $0/day 1 - 20, $217/day 21 - 100 Part A Premiums for…