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Articles On:budget

June 15, 2026

Senior Roommates: A Financial, Social, and Safety Solution

Seniors roommates – like the Golden Girls or the Odd Couple – are becoming a ...

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Two male senior roommates playing dominoes. ChatGPT image
May 28, 2026

How to Lower Your Health Care Costs

Health care costs are especially worrisome for people 65 and older, writes Katherine Hobson of ...

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Dollars and a stethoscope, asking how to lower health care costs
May 20, 2026

How Can I Pay for a Senior Community?

While many older Americans wish to age in place, others welcome the chance to move ...

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A group of older adult friends gathered around a computer as one man plays. They have determined how to pay for a senior living community. Monkey Business Images
April 16, 2026

Spring Retirement Budget Challenges

Spring is in the air, but if you aren’t careful, it can drain your wallet. ...

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Retired couple befuddled on computer and phone because they're seeing their retirement budget blasted.
March 3, 2026

Budgeting in Retirement

The cost of living has surged. These tips will help in budgeting in retirement, as ...

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A newly retired couple considers budgeting in retirement. Fizkes
November 21, 2025

Trim Your Monthly Budget

There are many ways to trim your monthly budget, even if you think you’ve already ...

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A woman putting coins in a piggy bank wanting to trim her monthly budget.
October 2, 2025

Dental Costs in Retirement

Retirees often find that dental costs in retirement soar, after losing employer-sponsored health insurance plans. ...

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A senior at the dentist about to pay for dental costs
August 7, 2025

Are You Ready to Retire at Age 65?

For decades, Americans have considered 65 as the magical retirement age. That random number will ...

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Retirement party with a lot of balloons and a woman going to retire at age 65
June 5, 2025

Why Retirees Need a Budget

A budget is a helpful financial tool for people of any age, but it’s especially ...

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Asian couple making a budget in retirement
August 14, 2023

Keeping the Fun in Eating Out on a Budget 

Most folks find dining out to be a pleasurable experience – including letting someone else ...

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senior couple at restaurant, by Monkey Business Images. For article on eating out on a budget
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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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