by Jackie Cara | Dec 4, 2024 | Uncategorized
We are in the midst of one of the most substantial intergenerational transfers of wealth in history. Referred to as the “Great Wealth Transfer,” it is expected to continue for another couple of decades. Baby boomers are the primary source of the wealth...
by Jackie Cara | Dec 4, 2024 | Uncategorized
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board. Medicare Part B Changes for 2025 Medicare Part B covers the cost of doctor visits and other...
by Jackie Cara | Dec 4, 2024 | Uncategorized
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural...
by Jackie Cara | Dec 4, 2024 | Uncategorized
Before the COVID-19 pandemic, Medicare beneficiaries who wanted to use virtual health care were few and far between — quite literally. Medicare policy stipulated that to be reimbursed for virtual care, also known as telehealth, a beneficiary had to live in a...
by Jackie Cara | Nov 6, 2024 | Uncategorized
When you lose a loved one, you naturally want to honor their life in a way that they would have appreciated. Yet many people struggle to decide on final arrangements for a late family member or close friend because they are unsure of the deceased person’s...
