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…
Understand inherited IRAs and the 10-year rule under the SECURE Act. Learn how to manage your inherited retirement accounts.
Discover the importance of the 10-Year Rule for inherited IRAs and what it means for your financial future.
Receiving a denial for Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI) benefits can feel discouraging, especially for older adults who may already be dealing with health challenges, reduced income, or caregiving responsibilities. The good news is that a denial is not…
Whether you recently received one or are planning for the future, understanding how to keep and manage your inheritance is crucial. America stands at the edge of the most dramatic shift in personal finance ever measured—a generational transfer of nearly…
Join Vincent J. Russo as he explains inheritance topics. Understand legal rights and financial strategies for your inheritance.
The national advocacy organization Justice in Aging recently called attention to the critical role that oral health care plays in the overall health and well-being of older adults and people with disabilities who rely on Medicaid for health coverage. Medicaid is a…
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…
March is Women's History Month, a time dedicated to recognizing and celebrating the vital role of women in American history. This month offers a chance to look back at the often-overlooked contributions of women in every field of endeavor. At…
Unlock success with effective Succession Planning for family businesses. Discover ways to facilitate smooth leadership changes.