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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One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.

Many Retirees Consider ‘Unretiring,’ New Survey Reveals

Economic volatility is fueling increasing anxiety about retirement readiness among Americans 50 and older.

As Texas Targets Flood Scammers, SEC Offers Tips to Avoid Being Duped

Scammers seek to fleece disaster victims and those who want to help, officials warn.

Retirement Dreams Delayed, Altered or Canceled for 40% of Pre-Retirees

Many no longer have faith in traditional rules of thumb of retirement planning, a Nationwide survey reveals.

From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns

A new analysis by BrokerChooser ranks the world's most successful celebrity investors.

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