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Articles On:Retirement Planning and Senior Finance

September 20, 2023

Lower Caregiving Costs

More than 38 million Americans provide unpaid caregiving to seniors and other loved ones, spending ...

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Caregiver helping senior into van from wheelchair. For article on ways to lower caregiving costs.
September 13, 2023

What Hospice Patients Can Teach Us About Money

Jordan Grumet, associate medical director for Journeycare Hospice and author of “Taking Stock: A Hospice ...

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hospice patient with loved ones money planning
September 6, 2023

Penalty-Free Early Withdrawals From Retirement Accounts

Q: Are there exceptions to the 10% penalty for taking early withdrawals from a 401(k) ...

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Almost retired couple dancing, for article on penalty-free early withdrawals
August 30, 2023

Back to School in Retirement: Better Than Ever

For generations, retirement was a time to stop work and spend time with the grandchildren. ...

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Retired woman reading book in library gone back to school.
August 16, 2023

Great Places for Renters to Retire

With housing prices steep and mortgage rates high, renting rather than buying may be the ...

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Ann Arbor, Michigan. One of the great places for renters to retire.
August 9, 2023

The Benefits of Renting for Retirees

With average single-family home prices up nearly 24% since 2020 and home mortgage rates hovering ...

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retiree couple moving into house, by Photographerlondon. For article on renting for retirees as a wise choice
August 8, 2023

Navigating Divorce in the Golden Years

Research from the United States Census Bureau found that more than 40% of adults 55 ...

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Man reading alone on a park bench, for article on navigating a divorce in the golden years
August 7, 2023

Earth-Loving, Money-Saving Tips for Seniors

Reasons for saving money vary, from living on a fixed income to saving money for ...

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cloth napkins and decorative colander, by Victor Bouchard. These money-saving tips for seniors also benefit the earth, doing double duty if you value providing a healthy world for the next generation.
August 2, 2023

How to Lower Taxes on Social Security Benefits

Many retirees are surprised to discover that as much as 85% of their Social Security ...

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A happy couple looking at social security benefits on a tablet device
July 26, 2023

Create an Entourage as You Age

If it takes a village to raise a child, it can take a small town ...

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creating an entourage
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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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As we grow older, some daily tasks can become a little more challenging. Which activities below would make life easier with a little extra support?
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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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Thank you for answering those quick questions! We’re pulling your customized plan together now. Fill out the form below, and have it conveniently emailed to your inbox. Select submit to skip this step.
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