Medicare/Social Security

Social Security: Time for Mythbusting and ‘Haircuts’

Here’s how I’m explaining the current state of Social Security to our clients and adjusting our financial planning. (By Michelle Rand)

Mental Health Is Covered by Medicare — Sometimes

Knowing the basic rules and where to find help can make a big difference for clients families struggling with mental illness.

Even Wealthy Individuals May Claim Social Security Too Soon

Panelists at a recent Georgetown University webinar said seniors should not be making decisions based on fear.

Trump Administration Retreats From 100% Withholding on Social Security Clawbacks

Instead, the agency will default to withholding 50% of old-age, survivors and disability insurance benefits,

Trump Cuts Threaten Meals and Services for People With Disabilities and the Aging

More than 2 million older Americans receive food deliveries each year, and many say they would have difficulty paying for meals without the program.

Social Security Rolls Back Restrictions on Filing for Benefits by Phone

It reversed a much criticized change that was expected to force tens of thousands of Americans to visit offices in person each week.

Social Security Proposal Could Mean Big Changes for Applicants

It could force thousands of people every week to show up at a shrinking list of field offices before they can receive benefits.

To Patients, Parents, and Caregivers, Proposed Medicaid Cuts Are a Personal Affront

They fear the proposed $880 billion in cuts will leave disabled loved ones without the medication and healthcare they need to live.

A Social Security Wellness Check

There’s been a flurry of proposals, rumors and accusations about the Social Security system. Staying informed can help reduce client stress. (By Steve Parrish)

Iowa Medicaid Sends $4M Bills to Two Families Grieving Deaths of Loved Ones with Disabilities

Medicaid estate recovery is traumatizing families that abided by the asset expense rules for their disabled adult children.

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Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

Allworth Financial Acquires Two Midwestern Firms

The partnership with Salzinger Sheaff Brock and Sheaff Brock increases Allworth’s AUM and AUA to over $30B

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