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Articles On:Retirement Planning and Senior Finance

March 14, 2024

Planning for Elder Care for Singles

For many retirees, plans for future care often include relying on family for some assistance. ...

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Woman on computer planning for elder care
March 7, 2024

Protect Yourself Against Payment Scams

Peer-to-peer payment services provide a convenient way to transfer money among family members and friends, ...

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Woman looking at phone worried because she's a victim of a payment scams
February 29, 2024

How to Spend Retirement Savings Confidently

Once you give up a paycheck and shift to retirement savings, it can be scary ...

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Black couples having sun on a beach because they know how to spend retirement savings with confidence.
February 8, 2024

New Change of Address Policy to Combat Fraud

Part of protecting yourself against identity theft is protecting your mail. The U.S. Postal Service ...

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Senior couple looking worried about their mail because they aren't sure how to combat fraud. The USPS has a new change of address policy to help
February 7, 2024

How to Try Out Retirement Abroad

Retiring abroad can be an intriguing option after years of dedicated service and hard work. ...

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photographer in the jungle by Hongqi Zhang. Article on how to try out retirement abroad
January 11, 2024

Decluttering Tips: Say Goodbye to Excess Stuff

Downsizing in retirement forces you to make some difficult and often emotional decisions about the ...

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a keep and a discard container. part of some decluttering tips.
January 5, 2024

Single and Childless Seniors Need a Plan

According to a 2021 Census Bureau report, 27.7 percent (6.1 million) of adults 55 and ...

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A happy senior man outside. By Spotmatik. For article on single and childless seniors
January 4, 2024

Downsizing Makes Sense, Even in Today’s Market

For many retirees, downsizing makes sense, both financially and practically. The current real estate market ...

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senior couple holding keys because they decided on downsizing.
December 28, 2023

Disability and Retirement

Are disability and retirement inextricably linked? One in four workers who are still healthy in ...

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A man with a disability in a wheelchair at work.
December 21, 2023

HSA for Health Expenses

A health savings account, or HSA, provides one of the most-effective ways to save for ...

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Woman getting her blood pressure checked since she has an HSA
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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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We’re so sorry that you’re facing this challenge, and want you to know you’re not alone. Please select the scenario that best fits your situation. Choose as many as you need. Together, we’ll find the support you deserve!
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