Latest Blog Posts

DOL Announces That Fiduciary Rule Will Go Into Effect June 9

Posted on: June 6th, 2017
After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) announced that the rule will go into effect on June 9, 2017, but its future is still unclear....

Retirement Confidence Declines for Workers, Rises for Retirees

Posted on: April 22nd, 2017
In its 27th annual Retirement Confidence Survey, the Employee Benefit Research Institute discovered that 60% of today's workers feel very or somewhat confident in having enough money to retire comfortably, down from 64% in 2016. ...

New Book Offers Guidance Through the Medicare Maze

Posted on: April 8th, 2017
Medicare is a mixed blessing. On the one hand, it provides guaranteed coverage for Americans over age 65 or who are disabled, and the program has improved the health of millions since it was created in 1965....

Aging Drivers and the Law

Posted on: April 5th, 2017
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world....

Hospitals Now Must Provide Notice About Observation Status

Posted on: April 3rd, 2017
All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect. ...

Four Provisions People Forget to Include in Their Estate Plan

Posted on: April 1st, 2017
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family....
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