Social Security, Medicare, and Health Care

Social Security and Medicare are sources of income, health, and wellbeing for many seniors. We are sharing updates on these programs, as well as long-term care.

Is a Personal CFO Right for You?

Friday, January 12, 2018

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

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How Will Changes to Social Security Affect You?

Tuesday, November 3, 2015

The budget bill, signed on November 2nd, increases spending by $80 billion over a two-year period and is offset by an estimated equal amount of spending cuts and increased revenue. This proposal incorporates additional measures that will affect millions of Americans due to changes in Medicare and Social Security.

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A Look Back at How Social Security Began

Thursday, October 15, 2015

Broadly speaking, the program known as Social Security was initially proposed by Franklin D. Roosevelt’s Committee on Economic Security in June 1934. The goal of the committee was to develop a comprehensive social insurance system covering all major personal economic hazards with a special emphasis on unemployment and old age insurance. The stock market crash

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