Medicare Enrollment Season: What You Need to Know Now

I’m happy to learn that the CMS is combatting the misleading ads targeting seniors to switch from traditional Medicare plans to private Medicare Advantage plans. The number of mailers, television ads, robocalls, and emails has exploded – I received more marketing messages about Medicare this year than I did from candidates – and we all […]

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Celebrating Veterans Day

Today we honor American veterans for their service to protect our country and maintain our democracy with respect, honor, and gratitude. Sadly, many veterans struggle after serving our country, so today we ask you, if you can, to help the many veterans who struggle with financial, physical, and mental health challenges. We encourage our clients, […]

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Medicare Part B Premiums to Decrease in 2023

For the first time in over a decade, the Centers for Medicare and Medicaid Services announced that Medicare beneficiaries will enjoy a lower premium in 2023. That’s welcome news for seniors living on a fixed income and struggling with dramatic price increases on, well, everything. The standard monthly premiums in 2023 will be $164.90 in […]

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Biggest Social Security COLA in 40 Years: 8.7% Boost

The Social Security Administration has just announced the 2023 COLA – Cost of Living Adjustment – will be the highest since 1981. The 8.7% increase tops the previously highest increase of 5.9% in 2022. That was the highest in forty years also. The monthly benefit increase for the average Social Security retiree will be $146 […]

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No Inheritance Tax for Charles III

It’s good to be King. One of many reasons— not having to pay any inheritance taxes. For example, King Charles III inherited a royal-sized inheritance, as if becoming the King of the United Kingdom wasn’t enough, and it’s primarily tax-free. Charles takes the title of Duke of Lancaster and the corresponding duchy, valued at $750 […]

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