By reviewing your plans, organizing your records, and consulting with trusted professionals, you can set yourself up for a year of financial confidence and peace of mind.
Fraudsters don't take holidays. Bad actors are constantly building fake financial websites and impersonating their employees, and they use the rush of the holiday season to their advantage.
Under Social Security rules, if a person receiving a benefit becomes entitled to a different benefit, they may switch to the new benefit if it's higher.
If you are considering guardianship of an adult relative, you should educate yourself about these guidelines and consider the extent of the guardianship necessary.