Financial Planning

Over the years we’ve published a number of posts on the ever-increasing ways that older adults are at risk of being scammed. While it would be great if we could wave the “mission accomplished” banner at this point, and tell you that fraud and scams perpetrated against older adults have…

Who doesn’t like a bargain? Whether you’re comfortable with your current finances or feeling a pinch due to fixed incomes and rising costs, no one likes to waste money or overspend. And apparently, some of the biggest retailers in the country are acutely aware of this. Axios just reported that…

It’s a chaotic and unpredictable time for the current US housing market. Yet for many, thoughts of downsizing to a smaller, less burdensome, and less expensive home are ever-present. While many believe that it’s a money-saver to downsize to a smaller home for lower taxes and mortgage payments, less maintenance…

So you may have seen frightening or even hysterical headlines in recent days about the stability of the Social Security system. Given the millions of us who currently receive Social Security, or will soon apply (or those younger adults who hope the system is still in place and available when…

As we’ve previously noted, there is an increasing trend today for older workers to stay in, or return to, the workforce beyond the theoretical retirement age of 65 (the age at which Medicare kicks in for most people). While that trend reflects both older adults who enjoy their work lives…

If you’re an older worker, congratulations are in order as you celebrate: This week of March 10-16, 2024 is National Older Workers Employment Week in the United States. So take out the noise makers, cut the cake, and let’s take a look at some of the progress and problems that…