Most Are Taking Social Security at the Wrong Time
A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more ...More
The 2020 Social Security Increase Will Be Smaller than 2019’s
The Social Security Administration has announced a 1.6 percent increase in benefits in 2020, nearly half of last year's change. The small rise has advocates ...More
Raymond James Cares About Caregivers
Whittaker Cooper Financial Group provides root beer floats for caregiver appreciation event (VIERA, FL) November 14, 2019 – Staff members from Whittaker Cooper Financial Group ...More
How Do I Pay For Long Term Care?
Worried about the costs of Long Term Care? Trying to plan now for the future? Caring for a loved one and need some help? As ...More
How to Use a Trust in Medicaid Planning
With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit. ...More
Have You Planned For Long Term Care?
What is Long Term Care? Long-term care provides assistance with residents personal care and tasks of everyday life, sometimes called Activities of Daily Living (ADLs). This ...More
‘Caregiver Appreciation Day’ celebrated with help from UCF
Free event features seminar on technology assistance for dementia care (VIERA, FL) October 28, 2019 – One Senior Place, the Viera marketplace for senior resources, ...More
Tips for Preventing, Detecting, and Reporting Financial Abuse of the Elderly
Reports of elder financial abuse continue to increase, and the elderly are particularly vulnerable to scams or to financial abuse by family members in need ...More
Why Privacy Matters with North Star Senior Advisors
TCPA Violation Violating the Telephone Consumer Protection Act (TCPA) is a serious crime to ignore. Giving out personal information without the consent of your client ...More
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. ...More
