September 2025

Approaching Retirement Age? View the Senior Happiness Index

Caring.com has released its 2025 Senior Happiness Index, which sheds light on the states where seniors are the most content, enjoy the most connection with others, and live the longest.

Why Aren't More Older Adults Thinking About Long-Term Care?

A recent survey of American adults aged 50 to 94 finds that many seniors are unprepared for the financial and logistical aspects of long-term care, with widespread misconceptions about coverage options.

Pairing Medicare Coverage With Your Current Health Insurance

Navigating Medicare alongside other health insurance types requires understanding which plan pays first to avoid penalties or coverage gaps.

Older Adults Struggle to Meet the Dual Burden of Housing and Care

A new report shows that many older adults struggle to afford the long‑term care services they need on top of covering their housing costs.

How Charitable Remainder Trusts Fit into an Estate Plan

A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.

How to Use an Annuity in Your Individual Retirement Account

Qualified Longevity Annuity Contracts (QLACs) offer people one way to manage their income, reduce risk, and preserve the dream of a comfortable retirement.

ABLE Accounts: Big Changes Coming in 2025-2027

With new changes from the One Big Beautiful Bill Act and the ABLE Age Adjustment Act taking effect over the next few years, ABLE accounts are poised to become even more powerful tools for independence and inclusion.

How Long Does It Take Before SSDI Benefits Begin?

A waiting period helps ensure that SSDI applicants genuinely have a lasting disability, not a short-term illness or injury from which they may recover.

What to Do When Someone Is Contesting a Will

If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.

Is Autism Considered a Disability?

Individuals with autism spectrum disorder (ASD) may be able to qualify for disability benefits if their condition significantly limits their ability to function.