8 results tagged Beneficiaries
Planning for a Special Needs Child in Your Estate Plan
Learn about ABLE accounts, Special Needs Trusts (SNTs), government benefits (SSI, Medicaid), and other essential tools for your child's future.
‘Just a Mess’: Staff Cuts, Rushed Changes and Anxiety at Social Security
President Trump promised not to touch Social Security, but as Elon Musk’s DOGE team trims staff and plans cuts to phone services, The New York Times reports the system is groaning under the pressure.
“What Should I Do Now?”: Financial Planning for Widows
An expert provides five essential steps for newly widowed individuals to ensure security and avoid costly mistakes.
Will the Trump Administration Fast Track the Privatization of Medicare?
The privatization of Medicare has been taking place without much public debate – a trend that KFF says has implications for the 68 million people covered by Medicare, health care providers, Medicare spending, and taxpayers.
Financial Planning vs. Estate Planning: Key Differences
Financial planning and estate planning go hand in hand, but there are some key differences.
At Social Security, These Are the Days of the Living Dead
In recent weeks, the Social Security Administration has been plagued by technology errors, staff cuts and even marking living people as dead, according to KFF Health News.
Trump Administration Retreats From 100% Withholding on Social Security Clawbacks
A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.
Retirement Planning for Widows and Widowers
An expert provides five essential steps for newly widowed individuals to ensure security and avoid costly mistakes.