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  • Articles

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

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
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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A couple outside their home, happy to have home equity in retirement. By Monkey Business Images
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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A woman renting her home to a vacationer for extra cash
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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Man on phone and computer researching his retirement accounts and taxes.
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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A woman doing financial planning at home. Image by Yuri Arcurs. Article on financial resources for seniors planning for retirement
February 13, 2025

Paying Off Mortgage Before Retirement

Is it wise to pay off your mortgage before retirement? The experts at Kiplinger offer ...

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Couple on a computer paying off mortgage before retirement
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