What Does the Future of Retirement Look Like?

Charles and Laura, both 67, recently retired and decided to relocate from Northern Virginia to the Shenandoah Valley. They enjoy the slower pace, quieter neighborhoods, and natural beauty of the serene mountains. Their monthly … [Read more...]

Social Security Error Affects Medicare Coverage For 250,000 Seniors

James and his wife Elizabeth were surprised last month when they lost their Medicare drug coverage all of a sudden. They had the same drug plan since 2013 with no issues, which is why they were so taken aback when notified that … [Read more...]

Critter Corner: Why Am I No Longer Getting My Social Security Benefits Statement?

Dear Hayek, I used to receive a document in the mail from the Social Security Administration every year that explained my benefits. I haven’t seen one in a long-time. Is this something that they eliminated, and if so, how can I … [Read more...]

Critter Corner: Has Mom’s Social Security Number Been Suspended or Cancelled?

Dear Magic, The phone rings a lot at my mother’s house (she has quite the social life for a 90-year old woman!) One call she received the other day sounded official to her, she explained to me, but she couldn’t get to the phone … [Read more...]

Do You Need to Pay Taxes if You Are Only Collecting Social Security?

Q. My husband and I plan to retire when we turn 70 and hope to live the “American dream.” We have saved our whole life to be able to enjoy our summers up north and our winters in Florida. After decades of having Social Security … [Read more...]

Critter Corner: How Does the Tax Act Change Things for Seniors?

Dear Magic, I am working on my 2018 taxes now. I understand that the Tax Cuts and Jobs Act is in effect for this year's taxes. How does this tax reform affect U.S. citizens ages 65 and older? Any financial credits still available … [Read more...]

Take Advantage of This Popular Social Security Claiming Strategy Before It Ends This Year

Fred is 68 and collecting Social Security. His wife Lisa will be 66 in the spring and plans to retire. To maximize her Social Security, Lisa is considering filing for spousal benefits at 66 and then delaying the filing for her … [Read more...]

Critter Corner: Can You Get Social Security Benefits if You Never Worked?

Dear Ernie and Jannette, I am a recent divorcee who is getting ready to drop my last kid off at college next year, which, in essence, means that I am retired. The thing is, as a lifelong homemaker who raised five children, I never … [Read more...]

Yikes! Our Top 10 Scariest Articles of 2018

Believe it or not, in Elder Law, Estate Planning, and Special Needs Planning, there are some news stories that sound more like the scary plots of horror movies than real life. The topics can be so horrifying that suddenly, you … [Read more...]