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Articles On:financial planning

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
March 6, 2025

How to Find a Financial Adviser for Retirement Planning

Acing all the key components of retirement planning is akin to getting a perfect score ...

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A woman being helped by a financial advisor
March 4, 2025

‘How to Talk to Your Parents About Money’

Is it time to have “the talk”? Aging parents and their adult children often need ...

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A young adult man hugs his parents. All are smiling, as he's learned how to talk to your parents about money. Image by Yuri Arcurs
January 31, 2025

Paying for Senior Living: Retirement Accounts

Moving to a senior living community can involve significant financial expenditures. Some people making the ...

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A couple getting advice from a financial advisor on paying for senior living retirement accounts. Image by Monkey Business Images
December 16, 2024

Paying for Senior Living: Sell Your Home

Most older adults reach a point when they’re ready to move to a senior living ...

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Couple at a senior community, having figured out how to pay for senior living. Image by Monkey Business Images
August 9, 2023

The Benefits of Renting for Retirees

With average single-family home prices up nearly 24% since 2020 and home mortgage rates hovering ...

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retiree couple moving into house, by Photographerlondon. For article on renting for retirees as a wise choice
July 19, 2023

Social Security Taxes Surprise Retirees

After decades of having Social Security taxes withheld from your paycheck, you may not expect ...

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Woman figuring out social security taxes
June 28, 2023

RMD Strategies for Older Retirees

Once you start taking required minimum distributions from tax-deferred retirement accounts, you have fewer options ...

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required minimum distribution
June 14, 2023

Lower Taxes on RMDs

Postponing withdrawal of funds from your IRA could prove costly, but withdrawing them could bump ...

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senior couple trying to lower taxes on RMDs
June 7, 2023

How to Give to Your Grandkids

If you’re like many grandparents, you’d like to give to your grandkids in order to ...

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grandfather with grandkids putting coins in a piggy bank
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Brandermill Woods Retirement Community in Midlothian, VA
14311 Brandermill Woods TrailMidlothian, VA 23112
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