Finances

Financial Strategies for Seniors

Learn ways you can better manage and protect you or your loved ones finances as you navigate your aging journey.

An older adult holding a senior emergency binder containing important documents.
Finances

How to Create a Senior Emergency Binder for Your Family

August 28, 2024
As people age, it becomes increasingly important for them to have their affairs in order. People naturally accumulate different possessions,…
Two seniors talking with a financial advisor about investing after retirement.
Finances

Investing After Retirement: Financial Strategies for Seniors

January 29, 2024
Whether you’re nearing retirement age or have already settled into your ideal retirement lifestyle, you may start to wonder where…
A senior couple saving money after maximizing their social security benefits.
Finances

How to Maximize Social Security Benefits

October 18, 2023
It’s hard to enjoy your golden years if you’re dealing with money problems. According to U.S. Census data, nearly 30%…
Two seniors sitting on a bench, celebrating their new, affordable accommodations.
Finances

How to Apply for Affordable Senior Housing

May 31, 2023
When searching for an assisted living facility or independent living community, some seniors and caregivers might find that they are…
A piggy bank and coins representing legacy planning for seniors.
Finances

Legacy Planning: What it is and Why it’s Important

May 31, 2023
As you or your loved one begin to age, it’s important to plan for the future. It can be difficult…
Mother and daughter learning about tax deductions for caregivers.
Finances

Tax Tips for Caregivers: 5 Ways to Save When Caring for Elderly Parents

March 16, 2023
As a family caregiver, you are well aware of the tasks and duties you are now responsible for. While you…
An adult caregiver talking to her aging parent about finances.
Finances

How to Talk to Aging Parents About Finances

February 2, 2023
Money can be a sensitive topic to discuss with your parents. For years, your parents were in charge of managing…
Senior couple planning their living wills together
Finances

What is a Living Will?

February 1, 2023
When you first hear the term living will, it doesn’t seem like a stretch to assume it’s a document similar…
An adult caregiver going over a checklist for taking over his parents’ finances.
Finances

How To Handle Finances for Elderly Parents

February 1, 2023
There are a lot of responsibilities that our parents managed when we were children. Growing up, our moms and dads…
An elderly woman researching and reviewing legal documents for seniors
Finances

Important Legal Documents for Seniors: A Financial Checklist for Aging Parents

January 24, 2023
Your parent’s needs can change quickly as they get older, which makes it important to keep track of important financial…