Blog Archives

What’s Changing in Social Security in 2019?

Everyone knows how important Social Security can be for senior citizens and retirees. According to the Center for Budget and Policy Priorities, Social Security provides benefits for 15 million retireeswho would otherwise be living below the poverty line. Changes to

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Posted in Investment, Life Planning, Retirement, Senior Citizen, Senior Finances

Age 50+? Time to Review Your Finances

A major part of the American Dream is to finish your career and retire to enjoy those “golden years.” As you near retirement and prepare to enter this stage of your life, it’s important to assess where you are financially.

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Posted in Baby Boomers, Retirement, Senior Finances

Managing Your Budget as a Senior Citizen

  Before they became senior citizens, many people never prioritized saving for retirement until it was too late. As a result, it may now be necessary to try to survive on 60-70% (or even less) of your pre-retirement income. Even

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Posted in Investment, Life Planning, Retirement, Senior Citizen, Senior Finances

Does Your Senior Have an Aging in Place Plan?

If you are a senior citizen or are caring for one, then you may have heard of a new term called “Aging in Place.” Also sometimes referred to as an Aging in Place Plan, the term simply means that a

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Posted in Aging Parents, Retirement, Senior Citizen, Senior Finances, Senior Welfare

You’ve Done the Saving – How Do You Decide What You Spend On In Retirement?

  It’s every person’s dream—the idea of working your entire life for retirement and then finally being able to reach that precious moment.  But with that dream can come a lot of confusion, questions, and doubt, especially as it concerns

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Posted in Retirement, Senior Finances

You’re Retired and Concerned About Tax Reform: Here’s What You Should Do

  A lot of ink has already been spilled about the recent passage of the Tax Cuts and Jobs Act.  No matter where you stand on the issues behind this bill, it all comes down to one issue—how will this

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Posted in Retirement, Senior Finances
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