AI is making familiar scams more convincing. Learn how to recognize warning signs and protect yourself from increasingly sophisticated fraud.
Latest Insights Article
Social Security Benefits Are Increasing 3.6% in 2027. Here’s What to Know.
Social Security benefits are increasing 3.6% in 2027. Here’s what retirees should know about payments, Medicare premiums and retirement planning.
How Much Life Insurance Is Enough?
The life insurance coverage you needed at 35 may not make sense at 65. Learn when to review your policy and what to consider.
Medicare Open Enrollment Is Coming: Your Annual Review Checklist
Medicare Open Enrollment runs October 15–December 7. Use this annual checklist to review your coverage, prescription costs, providers, and financial needs.
Medicare and GLP-1 Coverage: What You Need to Know
A new Medicare demonstration program is expanding access to GLP-1 medications for certain beneficiaries. Here’s what to know about eligibility, potential benefits and risks, and what the program could mean for future Medicare coverage.
The Hidden Costs of Putting Off Home Maintenance
Small home maintenance issues can quickly become expensive repairs. A proactive approach can help homeowners protect their property, anticipate major expenses, and avoid costly surprises.
Medicare Scams Are on the Rise: What to Watch For
A new phishing scam is using the MyChart name to target seniors. Here’s what to watch for and how to protect your Medicare information.
Your Kids Don’t Want Your Stuff
Decluttering isn’t just about getting organized. It can be an act of love that saves your children from difficult decisions later.
How Long Should You Keep Financial Records? An Updated Record Retention Guide.
Not sure how long to keep financial records? Learn what to save, what to shred, and when it’s safe to let go.
Good News for Grandparents Saving for College
New FAFSA rules make it easier for grandparents to use 529 plans to help fund a grandchild’s education.
Do You Really Need a Will? 7 Common Myths That Could Leave Your Family Unprepared
Many people delay making a Will because of common misconceptions. From “I’m too young” to “my spouse automatically gets everything,” this article explains seven estate planning myths and why a Will is only one part of protecting your family, your finances, and your wishes.
Trump Accounts Are Now Open: What Parents and Grandparents Should Know
Trump Accounts offer a new way to invest for a child’s future, but families should understand the rules, taxes, and alternatives.
What Happens to Your HSA When You Die?
What happens to your HSA after your death depends largely on whether the beneficiary is your spouse, another individual, your estate, or a charity.