What the New Outlook for Social Security and Medicare Means for You

Each year the Trustees of the Social Security and Medicare trust funds report on the current and projected financial status of the two programs. The new 2021 annual report was just released and on a positive note, the pandemic has … [Read more...]

Some Major Changes are Coming to Social Security this Year

Q. I read that the retirement age for Social Security purposes is set to increase by two months each year until it hits 67? I heard this is one of many significant changes to Social Security this year. What other major changes can … [Read more...]

Critter Corner: How do Medicare and Social Security Work Together?

Dear Oakley, My husband will soon be retiring and is curious about Social Security and Medicare and how the two programs work together. Can you help explain this to him? Thanks for your help! Tu Gether --- Dear Tu, Social … [Read more...]

Critter Corner: What is the Social Security Cost of Living Adjustment for 2021?

Dear Oakley, What is the Social Security Cost of Living Adjustment for 2021, and how is COLA calculated? Thanks so much! Maura Monney --- Dear Maura, The Social Security Administration announced this week that the … [Read more...]

Critter Corner: Social Security Strategies for Solo Agers

Dear Angel, I am 61 and considering whether to take my Social Security benefits next year or to wait. I am single and don’t have any children. Do you have any tips for someone in my situation? Thanks for your help! Earl … [Read more...]

Will the Coronavirus Pandemic Affect Social Security?

Mike is 58 and hopes to retire from the government in seven years. His wife Diane will be 56 in the spring and plans to retire when Mike does. Similar to most people these days, they are staying at home and have had some time to … [Read more...]

Critter Corner: Can I Delay Enrollment of Medicare if I Have Not Yet Claimed Social Security?

Dear Oakley, I’m turning 65 and I have not yet claimed my Social Security benefits because I thought it would make good financial sense to wait. Can I choose to wait to enroll in Medicare as well? Thanks! Juana … [Read more...]

Top 19 Articles of 2019

Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]

2020 Key Elder Law Dollar Amounts

Every year we release the key dollar amounts that are frequently used in elder law, including Medicaid figures, Medicare premiums, Social Security Disability, and Supplemental Security Income. Since most of these figures have been … [Read more...]

Critter Corner: Been the victim of a Social Security Scam? There’s a New Online Form for That!

Dear Magic, My mother was the victim of a Social Security scam. I told her she should report it, but whenever she tries, she is on hold for what seems like forever. Is there another way? Thanks, Ree Portit --- Dear … [Read more...]