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Articles On:Retirement Planning, Elder Law, and Senior Finance

March 24, 2025

Can You Exclude Someone from a Will?

In updating his estate, a woman wonders if it’s ethical and moral to exclude someone ...

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A woman writing her will wonders, can you exclude someone from a will? Image by Katie Nesling
March 20, 2025

4 Experts to Talk with Before Retirement

Dreaming about retirement is one thing – planning properly for a secure retirement is another. ...

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Couple talking to experts before retirement
March 13, 2025

Financial Planning For Caregivers

Caring for someone who’s older and has health challenges is hard. It can be financially ...

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A woman being with her caregiver - caregivers must consider Be aware of financial planning for caregivers and others in the caregiving orbit.
March 7, 2025

Paying for Senior Living: Selling Securities

When older adults consider moving to a senior living community, whether for an easier lifestyle ...

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Senior couple meeting with their financial planner about selling securities to pay for senior living. Image by Dragoscondrea
March 6, 2025

How to Find a Financial Adviser for Retirement Planning

Acing all the key components of retirement planning is akin to getting a perfect score ...

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March 4, 2025

‘How to Talk to Your Parents About Money’

Is it time to have “the talk”? Aging parents and their adult children often need ...

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A young adult man hugs his parents. All are smiling, as he's learned how to talk to your parents about money. Image by Yuri Arcurs
February 28, 2025

Use Home Equity in Retirement

Financing retirement can be tricky and uncertain. Donna Fuscaldo of Kiplinger’s Personal Finance shares four ...

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February 27, 2025

Should You Airbnb or Vrbo Your Home for Extra Cash?

Adapting your home for a vacation rental for extra cash — whether your whole house, ...

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February 20, 2025

Ease the Tax Bite When You Tap Retirement Accounts

A key part of retirement planning is knowing how to tap retirement accounts without running ...

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February 17, 2025

Financial Resources Every Senior Should Know About

People say retirement is equivalent to relaxation, but this is only true if you’ve prepared ...

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