Our Blog


COVID-19 is Impacting Social Security Funding

By Jad Stepp | May 19, 2020

The US Social Security Administrations funding trusts are known as the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Fund. In their 2019 annual report to Congress, the Board of Trustees released some startling detail […]

Discuss Finances and Estate Planning with Your Aging Parents

By Jad Stepp | May 12, 2020

It is essential that as your parents’ age, you have conversations with them about their finances and estate plans. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how […]

Planning for Your Digital Assets

By Jad Stepp | May 5, 2020

There are very few individuals without a digital footprint anymore. From social networks like Facebook, Linkedin, Instagram, Twitch.tv and Twitter, blogs and licensed domain names, email, music, photos, seller accounts on eBay, Amazon, or Itsy, gaming accounts, even your financial, […]

Plan for Your Special Needs Child with a Letter of Intent

By Jad Stepp | Apr 28, 2020

Writing a letter of intent (LOI) for your special needs child can help bring them family continuity and comfort after you are gone. As a parent, the most valuable asset your child has is you and your ability to care […]

Tips to Help Seniors Avoid Loneliness While Social Distancing

By Jad Stepp | Apr 21, 2020

The medically recommended protocols for social distancing and government mandates that restrict large gatherings of Americans to slow the spread of the coronavirus are minimizing our abilities to interact with each other. This isolation holds especially true for those seniors […]

How the Baby Boomer Generation is Influencing the 2020s

By Jad Stepp | Apr 13, 2020

The baby boom generation is comprised of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public. […]

Tips for Successful Social Distancing

By Jad Stepp | Apr 7, 2020

Now especially, it is crucial to be prepared if you or someone in your family gets so sick they can’t make decisions about health care or finances. Banks, insurance companies, and medical providers will not listen to what another person […]

Better Options in Alzheimer’s Living Facilities

By Jad Stepp | Mar 31, 2020

The National Institute of Health (NIH) Library of Medicine reports the most common form of dementia is Alzheimer’s disease, accounting for approximately two-thirds of all diagnosed cases of dementia. Alzheimer’s is also one of the most expensive diseases to treat […]

More Telehealth Services Being Covered by Medicare in Response to COVID-19

By Jad Stepp | Mar 24, 2020

In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to […]

Study Provides New Insights on Parkinson’s Disease

By Jad Stepp | Mar 17, 2020

Parkinson’s disease is a neurodegenerative disorder that causes a progression of symptoms including, body tremors, limb rigidity, Bradykinesia (slow movement), as well as balance and gait problems. The cause of Parkinson’s disease (PD) remains largely unknown. One well-known indicator of […]