Aging isn’t easy. Wrinkles, grey hair, vision and hearing loss, and aches and pains pile up. But there are many perks of getting older, especially when finances are concerned…

For many women, the years after 60 are dominated by the transition into retirement. Finally, all the savings and investing you’ve been doing for decades feel real. Your last day at the office isn’t out of reach; you can start pulling money…

Being a family caregiver doesn’t only impact you physically, mentally, and emotionally – it can also hurt you financially. It is not uncommon for family caregivers to utilize their financial resources to care for their loved ones…

After the passing of a loved one, you may discover that you’re receiving an inheritance. While you might be grateful for an influx of wealth, you may be anxious about how to utilize your inheritance properly. That’s why it is crucial to act slowly…

Inflation is a significant concern for retirees worried about the rising costs of necessities. According to a recent Global Atlantic Financial Group survey, 61% of retirees who invest assume that with low-interest rates and rising inflation…

In the movie The Bucket List, two seniors, played by Jack Nicolson and Morgan Freeman, bond over their shared need to complete a list of experiences before they die. According to AARP, nearly half of Baby Boomers…

With today’s complex tax rules, taxes in retirement can be a nightmare. Retirement accounts come with many tax traps that even the most careful investors may fail to see. Therefore, it shouldn’t be a shock that some retirees might be paying more taxes…

While many may recognize that drafting a will is an essential part of their estate plan, most don’t realize that it is an instrument for communicating your intentions. Although it functions as a statement of your estate wishes, it won’t help your children…