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Articles On:finances

April 25, 2024

Strategies for Couples Claiming Social Security

Married couples have an advantage when it comes to claiming Social Security: greater flexibility to ...

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Married Asian couple on computer claiming social security
April 8, 2024

Financial Cleanup: What to Keep and What to Shred

Whether your goal is tidying up or downsizing, anytime is a good time for financial ...

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man doing finances on computer, by Iana Popova. Financial Cleanup: What to Keep and What to Shred
April 4, 2024

Older Singles Need a Social Network

It’s critical for older singles without family members to name someone to handle their legal, ...

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An older single Black woman chatting with a friend on her phone maintaining her social network.
March 21, 2024

Spot & Stop Senior Scams

Scams have been in our vernacular for hundreds of years. From confidence ploys (Charles Ponzi ...

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A hand stealing a piggy bank from a laptop illustrating the need to stop the scam.
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
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
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.
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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