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It’s Time for a Personal Finances Reboot
As the nation moves cautiously into the next stages of recovery, Millennials, Gen-Xers, and Boomers alike are redefining “essential spending.” While a reset of personal…
Can You Afford Divorce after 50?
While the overall rate of divorce in the U.S. has actually been dropping following the surge that began in the 1970s, the number of divorces…
- Financial Organization |
- Health Insurance |
- Insurance |
- Life Insurance |
- LifeArc |
- LifePace |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Supplemental Insurance |
Do I Really Need Additional Insurance?
You’re at the rental car counter reading the punishing consequences of not buying the additional coverage. You’re trying to remember if your auto policy covers…
You Need a “Personal Finances Go Bag!”
The year 2020 has shown us that, despite typical emergency planning, atypical disruptions can affect your personal finances, particularly bill paying. Staying current with bill…
Helping Senior Parents Organize for Tax Preparation
Useful tips for supporting aging parents with tax record keeping and documents. Each year at tax time, more and more adult children take on the…
- Aging Life Care Managers |
- Aging Relatives |
- Assisted Living |
- In-Home Care |
- LifeKeeping |
- Seniors |
Evaluating Senior Living Options during the COVID-19 Pandemic
Considerations for three main senior living options during the pandemic. In our work as Personal Finance Managers, we are often asked to help evaluate the…
- Financial Organization |
- Insurance |
- LifeArc |
- LifePace |
- Services |
Are You Going to Preserve Your Quarantine-Learned Financial Behaviors as the American Economy Re-Opens?
The COVID-19 pandemic and resulting U.S. economic downturn have inspired considerable reflection about our sense of financial security. For those who lost jobs and income,…
- Aging Relatives |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Medicaid |
- Retirement |
- Services |
CARES Act and Your Retirement Opportunities
The CARES Act stimulus legislation passed this Spring offers tax opportunities for certain retirees. As part of the stimulus legislation to combat the economic effects…
