by Jason Sacks | Mar 27, 2026 | Blogs, In The News, Newsletter, Retirement, Seniors, Social Security
What You Need to Know Social Security scams are increasing across the United States, with fraudsters frequently impersonating government agencies to steal money and personal information. According to the Federal Trade Commission (FTC), there has been a “more than...
by Jason Sacks | Jan 29, 2026 | Blogs, End of Life Planning, Estate Planning, Newsletter, Seniors
Pet Trusts “Dogs have given us their absolute all. We are the center of their universe. We are the focus of their love and faith and trust. They serve us in return for scraps. It is without a doubt the best deal man has ever made.” – Roger A. Caras Many...
by Jason Sacks | Nov 26, 2025 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors
Preparing Now for Tomorrow’s Expenses Planning for the future involves thinking about various scenarios that we may experience over time. We know it is important to take steps like estate planning and saving for retirement, but we also must financially prepare...
by Jason Sacks | Oct 29, 2025 | Blogs, Couples, End of Life Planning, Estate Planning, Financial Planning, Newsletter, Seniors
MAKING DECISIONS WITH CONFIDENCE Grieving the loss of a spouse can be one of the most overwhelming experiences you may ever go through. Regardless of the circumstances under which your loved one passes, nothing can prepare you for the emotions you may feel. To make...
by Jason Sacks | Sep 30, 2025 | Blogs, End of Life Planning, Estate Planning, Financial Planning, Medical Diagnosis Planning, Newsletter
Where should you begin? We can do our best to plan for many things in life, but sometimes moments arrive that catch us off guard. Receiving a new medical diagnosis can be one of those times. Your doctor may start providing you with lots of information, which in turn,...
