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 […]
finances
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 […]
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 […]
Retirement Planning – 30 Questions You Should Ask To Plan For Your Future
This infographic will help you properly plan for, and talk with your family about what you want during your retirement years. 30 questions for you to think about as you plan.
5 Promises to Yourself You Should Make and Keep This Year
Make this year count! Read about the 5 promises to yourself you should make and keep this year that will help you keep building your best life.
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 […]
Preparing the elderly estate and setting up future finances
The most important things to have in your possession when you are caring for aging parents – or if you’re in a position where you ever might care for them – are powers of attorney. And the powers are not one set of paperwork – they are two. The first kind of power of attorney […]
The Five Key Risks All Retirees Face
Over the next twenty years, roughly 79 million Americans will cross the threshold to retirement, joining the millions of folks that are already retired. Welcome to what we call “Generation R”. The Retirement Generation.