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

April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
March 28, 2025

Retirement Cold Feet

After years of planning, a 65-year-old has retirement cold feet, despite being financially prepared. How ...

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A worried woman getting retirement cold feet
March 27, 2025

12 Great Gigs for Retirees

While many workers dream of the day they’ll no longer have to come to the ...

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A tour guide telling his group about the historic building, enjoying one of the great gigs for retirees
March 24, 2025

Travel Deals for Retirees

You’ve ditched your job, you’re ready to travel, but you need to mind your money: ...

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Senior couple happy on a beach after having used their travel deals for retirees
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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A woman being helped by a financial advisor
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
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