Attention Veterans: Big Changes to VA Pension Rules will “Change VA Planning Drastically,” Experts Predict

New rules just put forth by the Department of Veterans Affairs (the VA) will make dramatic changes to the Veterans Pension, a tax-free benefit paid to low-income vets who served during a designated period of war. Some planners were surprised by the change, concerned that the new VA rules, which were published September 18th and…

Receiving a Pension? IRS Warns You to Check Withholding Now or Face an Unwelcome Tax Surprise Later

President Donald Trump’s tax cut plan which took effect in 2018 has reduced income taxes for many Americans and is credited by supporters with helping boost the U.S. economy. But hidden in the new law is a potentially unwelcome tax surprise for many retirees, according to your friends at the Internal Revenue Service. An Unhappy…

NBC News: New Report Shows Number of U.S. Alzheimer’s Sufferers will Nearly Triple by 2060

A new report just released by the Centers for Disease Control and Prevention (the CDC) has revealed a startling statistic. Researchers now predict that the number of cases of Alzheimer’s disease in the United States will soar in the next four decades, creating a health care crisis that could be three times worse than what…

Retiring with Debt? Consider These Three Ways to Make Your Debt Load More Manageable

Most people approaching retirement age probably dream about retiring debt-free. Entering retirement without the burden of debt is certainly the ideal – but if you think it’s the norm, think again. The reality is, about seven out of ten households headed by those in the 65-74 age group are carrying at least some debt load,…

Your Loved One is Facing Eviction from an Assisted Living Facility. What Are Your Options?

If you live in an assisted living facility, or have a loved one who does, you’re part of a growing group of Americans – currently about three-quarters of a million – who are healthy enough to live more or less independently but need some help with activities of daily living. This assistance can take the…