When they hear the phrase “estate planning”, many people assume that the information that follows is for the wealthy. After all, most people don’t think of their money and property as an estate. But estate planning isn’t just about who gets what when you die. It also covers things like who makes decisions about the medical care you might need at …
5 Hidden Costs of Aging in Place
Aging in place means being able to live in your own home and community safely, independently and comfortably. Some older people might consider moving into an assisted living facility or a newer home with amenities designed to make aging in place easier. However, you may wish to stay in your own home and make changes so you’ll be comfortable …
6 Ways a Daily Money Manager Can Set You Up for a Smooth Retirement
If you’re preparing for retirement, there are a few key steps a Daily Money Manager can help you take to ensure a smooth, successful transition. As a Daily Money Manager, I help people with all sorts of personal financial tasks. This includes everything from paying day-to-day bills to organizing insurance claims and tax records. I’m often asked …
Retirement Planning – 30 Questions You Should Ask To Plan For Your Future
Retirement planning doesn't stop the day you retire. It continues as your life unfolds. As such, it's important for you to talk with your adult children or other family members about what you want for your life now, and in the future. It's important for you, since it's your life that you're planning for. However, it's also important for our …
5 Promises to Yourself You Should Make and Keep This Year
You make promises to yourself. Sometimes you keep them; sometimes you don't. At the beginning of every year, millions of people make resolutions they already know they won’t stick with. Sometimes we try to trick ourselves that we’ll lose those last 10 pounds or we’ll volunteer our time more; and sometimes we just know we won’t do it as we make …
Identity Theft Tips for Seniors
More than 50% of seniors are online, according to Pew Research Center’s Internet and American Life Project in 2012, and this means seniors are utilizing email, social media and online banking. As we age, there is an increased feeling of isolation for various reasons including a loss of social connections, new physical limitations or even a lack of …