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Articles On:finances

November 7, 2024

What to Know About a Spousal IRA

Millions of spouses leave the workforce every year to care for children or elderly parents, ...

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A black couple reading together feeling secure due to their spousal ira
October 31, 2024

Claiming Dependent Care Credit

The dependent care credit can apply to caregivers of aging relatives and similar situations as ...

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A caregiver holding a seniors hand
October 24, 2024

5 Things to Know About Age Discrimination

The generation that came of age telling people never to trust anyone over 30 is ...

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Old person being left out symbols
October 21, 2024

Should You Keep a Stash of Cash?

You may know people who’ve squirreled away cash in their underwear drawer, under their mattress, ...

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Money sticks out from the corner of a dictionary. Should you keep a stash of cash in a book?
October 10, 2024

Upscale Retirement Living

The retirement living industry is upping its game. With older Baby Boomers aging out of ...

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A black senior couple on a balcony living in upscale retirement living.
October 3, 2024

3 Medicare Changes for 2025

Question: Beyond any changes in Part B premiums, are there other Medicare changes for 2025? ...

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A nurse at home showing a senior couple Medicare changes.
September 12, 2024

How to Share Your Wealth During Your Lifetime

Baby boomers are expected to transfer more than $50 trillion in wealth during the next ...

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A big family happy because the grandparents are confident in what they're leaving their children. Learn how to share your wealth now.
September 5, 2024

Medicare Updates and Private Insurance

Some private health plans will be affected by Medicare updates and improvements to its prescription ...

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Medicine spilled on money representing Medicare updates
August 29, 2024

Finances After the Loss of a Spouse

Some advisors recommend postponing major financial decisions until you’ve had time to process the loss ...

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Woman figuring out her finances after the loss of a spouse
August 16, 2024

What to Know About New Medicare Prescription Costs

There’s good news on Medicare prescription costs. The federal government announced on Aug. 15, 2024, ...

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Woman at a prescription counter getting her pharmaceutical from a pharmacist. By Yuri Arcur. Used with announcement on Medicare prescription costs
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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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