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6 Things You Should Consider Before Retirement

  • August 6, 2020

Regardless if you have been planning your retirement for decades or days, there are several factors you may want to consider with a goal of avoiding unexpected problems. The transition to your next phase of life, whether full- or semi-retirement,…

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Frugal Tips for Aging Well

  • July 30, 2020

Your senior years should not be plagued with money woes. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health…

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Technology Adoption Rises Among Seniors

  • July 17, 2020

Technology is providing seniors with a multitude of applications to improve their health, lifestyle, safety, and entertainment. While the younger generations may think these older Americans are the equivalent of technology dinosaurs, the truth is mid-life, and older Americans are…

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ABLE Accounts are New Investment Opportunities

  • July 1, 2020

Previously, disabled people could only get government benefits like Supplemental Security Income (SSI) or Medicaid if they had very little money, or if their access to property was tightly confined by restrictive trusts. Federal legislation now permits disabled people to…

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COVID-19 Scams

Beware of Scams Related to COVID-19

  • June 23, 2020

It is lamentable that criminals come out of the woodwork whenever people are vulnerable or in need, and nobody needs reminding, these days, how many of us are in precisely that condition. The opportunities to exploit fear and need are…

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Understand the Risks of Medicaid and Gift Giving

  • May 28, 2020

Many seniors enjoy being generous to their children by gifting them monetarily. In certain circumstances, however, there is a real concern that people who may be in need of long-term nursing care in the near future should not give gifts.…

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Guard Your Wishes with an Estate Plan

  • May 21, 2020

The importance of making end of life preparations cannot be stressed enough. Many people put off making these plans thinking there is always time. The sad reality is that none of us are guaranteed time. Others may be bothered by…

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