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Articles On:finances

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
May 29, 2025

Tips for Secondhand Shopping

Young people have made thrift-store shopping cool, and older adults can hitch a ride on ...

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Two senior women looking at a dress as they go secondhand shopping
May 22, 2025

An Assisted Living Overview for Exploring Options

When living independently becomes difficult or unsafe for you or a family member, it may ...

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Old black woman in an assisted living community.
May 15, 2025

Financial Steps After a Serious Medical Diagnosis

Receiving a serious medical diagnosis is not only emotionally challenging, it can prove to be ...

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Woman getting a serious medical diagnosis.
May 8, 2025

Planning for Health Care Costs in Retirement

A recent study found that most Americans have low retirement readiness, especially in planning for ...

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A man at a doctor's ready for health care costs in retirement.
May 1, 2025

Reasons to Disinherit Someone And How To Do It

What if you no longer want to include someone in your will? Well, how you ...

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Couple working with a professional to disinherit someone from your will.
April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
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 11, 2025

Planning For Healthcare Costs As We Age

What should you know about planning for healthcare costs as you age? Jake Klima of ...

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Pills and dollar bills representing financial planning for healthcare costs.
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
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