Resources

  • An elderly couple sitting at a table, engaged in a discussion with documents, a laptop, and glasses of water.

    What to Know About the 2025 Tax Law Changes

    Big changes are coming to tax rules in 2025, especially for older adults. These updates are designed to ease the financial load on retirees, but it's important to understand how they could affect your personal situation.

  • Elderly man sitting on a couch, looking at a laptop screen displaying a scam alert warning.

    Pause. Reflect. Protect. Staying Safe From Common Scams

    Take a moment before acting on unexpected calls or unusual requests, using a simple three-step approach to detect and prevent scams. . Learn how to pause, think it through, and protect yourself—and your loved ones—from fraud.

  • The U.S. Capitol building surrounded by trees with dollar bills falling from the sky.

    How the “Big Beautiful Bill” Impacts Older Adults

    A new bill recently signed into law could mean significant tax breaks for people 65 and older starting in 2025. One of the biggest changes is a boosted standard deduction aimed at easing the financial strain many retirees face.

  • Medicare Part D Costs Are Rising in 2026 – Here’s What to Know

    Medicare Part D Costs Are Rising in 2026 – Here’s What to Know

    For folks on Medicare Supplement plans who are now facing these upcoming premium hikes, this might be the perfect time to take a look at Medicare Advantage plans that include prescription coverage — often with a $0 monthly premium.