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...
by Jackie Cara | Jan 20, 2026 | Uncategorized
Takeaways A durable power of attorney can prove critical if you ever lose the ability to manage your own affairs. You must have legal capacity to execute a power of attorney, so it’s important to do it before it’s too late. If you do not have this legal...
by Jackie Cara | Jan 20, 2026 | Uncategorized
Takeaways The current affordability crisis is pressuring younger generations to seek early access to older adults’ wealth. This economic pressure is increasing financial elder abuse within families, threatening seniors’ financial security. Americans...
by Jackie Cara | Jan 20, 2026 | Uncategorized
Takeaways A health care proxy makes medical decisions, and a durable power of attorney (DPOA) agent handles financial and legal matters if you become unable to manage your affairs. Disputes can arise when different people fill these roles, often because of overlapping...
