by Jackie Cara | Feb 18, 2026 | Uncategorized
The Cost of Crossing Lanes: Where Financial Advice and Estate Planning Collide Good financial advisors and good estate planning attorneys do different work. When each stays in their lane and respects the other’s discipline, clients win. When one professional strays...
by Jackie Cara | Feb 13, 2026 | Uncategorized
Takeaways Starting January 1, 2026, the maximum age of disability onset for ABLE account eligibility will increase from 26 to 46 due to the ABLE Age Adjustment Act. The expansion aims to allow millions more Americans who developed disabilities later in life to save...
by Jackie Cara | Feb 3, 2026 | Uncategorized
Takeaways A denial of Supplemental Security Income or Social Security Disability Insurance benefits is common and not final. Many denials are overturned through the appeals process. Older adults may have better odds of success on appeal by acting quickly, gathering...
by Jackie Cara | Feb 3, 2026 | Uncategorized
Takeaways The need for long-term care is common, but proactive planning is rare. Nearly 70 percent of people turning 65 will need some form of long-term care in their later years. Yet most individuals — even those concerned about costs — fail to discuss it...
by Jackie Cara | Jan 20, 2026 | Uncategorized
Takeaways Amid record-high home prices and low affordability, the dream of homeownership is deferred for younger generations, pushing the median age of a first-time buyer to 40. Older generations hold a significant advantage, often buying homes with cash or large down...
