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Articles On:finances

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
October 18, 2023

Replacing Your Paycheck in Retirement

For many workers, one of the most unsettling aspects of retirement is giving up the ...

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Senior couple worried about paycheck after retirement
October 11, 2023

Aging in Place Renovations

Most older people want to stay in their homes as they age, but to do ...

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Bathroom with aging in place renovations
September 27, 2023

Retirement and Credit Score: The Hard Truth

Retirement and credit score are connected – and not in a positive way. One surprising ...

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Woman in retirement checking her credit score on the computer.
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.
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
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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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