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Articles On:Retirement Planning and Senior Finance

June 20, 2024

Travel Where the Dollar is Strong

You might think that foreign travel must be expensive, but this isn’t the case for ...

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Couple with a map on the beach having fun because they went to where the dollar is strong.
June 14, 2024

Three Ways to Save Money on a Fixed Income

Living on a fixed income in 2024 can be a tough task for U.S. retirees. ...

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Worried couple paying bills, in need of tips to save money on a fixed income
May 16, 2024

Phased Retirement Has Its Benefits

More older employees choose to reduce their work hours and phase into retirement. Even though ...

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A senior woman working on her phone happy about her phased retirement
May 10, 2024

Flexible Retirement

You may have spent decades saving for retirement, waiting for the day when you could ...

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A senior at her workplace as a part of a flexible retirement
May 2, 2024

Men in Retirement: Not Always a Winning Combo

To be a man in the 21st century is to live in a time of ...

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Latino senior bored in his kitchen because he's bad at retirement.
April 22, 2024

Are You Unprepared for Retirement?

If you are one of the many seniors unprepared for retirement, here are some things ...

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a senior oil rig worker. Image by Robert Gerhardt. Article for those who are unprepared for retirement
April 11, 2024

When to Start Social Security

Waiting until age 70 to file for Social Security retirement benefits is one of the ...

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Man looking at social security paper
April 8, 2024

Financial Cleanup: What to Keep and What to Shred

Whether your goal is tidying up or downsizing, anytime is a good time for financial ...

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man doing finances on computer, by Iana Popova. Financial Cleanup: What to Keep and What to Shred
April 4, 2024

Older Singles Need a Social Network

It’s critical for older singles without family members to name someone to handle their legal, ...

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An older single Black woman chatting with a friend on her phone maintaining her social network.
March 21, 2024

Spot & Stop Senior Scams

Scams have been in our vernacular for hundreds of years. From confidence ploys (Charles Ponzi ...

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A hand stealing a piggy bank from a laptop illustrating the need to stop the scam.
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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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