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

November 27, 2025

Fairness in Estate Planning

When you’re considering how to divide your estate, equal division to all seems equitable, but ...

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A couple with an estate planning professional trying to implement fairness in estate planning.
November 21, 2025

Trim Your Monthly Budget

There are many ways to trim your monthly budget, even if you think you’ve already ...

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A woman putting coins in a piggy bank wanting to trim her monthly budget.
November 13, 2025

When Helping Mom and Dad Hurts Your Wallet

If you’re among the nearly one in four Americans who are providing financial support to ...

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African American woman drinking coffee with her elderly mom even though it hurts your wallet.
November 6, 2025

A Guide to Starting a Successful Business After 50

Older active adults with energy, interests, and skills may have an entrepreneurial itch. Diane Harris, ...

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A senior woman on the phone, and a lot of boxes, starting a successful business
October 27, 2025

The 2026 Social Security COLA Is Insufficient for Seniors

The 2026 Social Security COLA is insufficient to cover the needs of seniors and others ...

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Worried senior woman finding that the 2026 Social Security is insufficient to meet her budget needs
October 24, 2025

Relationship Challenges of a Staggered Retirement

Life partners who retire at different times may face unexpected problems. Known as staggered, asynchronous, ...

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A senior couple arguing, unhappy with each other, potentially facing the emotional challenges of a staggered retirement.
October 9, 2025

Financial Caregiving

When families decide that power of attorney is needed for Mom or Dad, the task ...

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Women figuring out finances as daughter starts financial caregiving.
October 7, 2025

How the ‘Big Beautiful Bill’ Affects Nursing Homes

An effort to boost the staffing in nursing homes is among the lesser-known casualties of ...

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A woman at a friendly nursing home, which may soon be short staffed due to the big beautiful bill.
September 26, 2025

Tips for Moving Abroad in Retirement

Moving abroad in retirement can be a way to stretch retirement savings with a lower ...

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Plastic people - a senior couple - walking toward a small globe, for article on moving abroad in retirement. Image by Pla2na
September 25, 2025

7 Best Ways to Spend Money in Retirement

If you have cash to spend in retirement but are reluctant to, don’t be. You’ve ...

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A retiree hiking with family, one way to spend in retirement
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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