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Personal Finance Preparedness for Uncertain Times – Part Two
As our lives progress, our finances get more complex and often confusing. Online and on paper, the more accounts there are, the harder it is…
- Financial Organization |
- Health Insurance |
- Insurance |
- Life Insurance |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Personal Finances |
- Services |
- Supplemental Insurance |
Personal Finance Preparedness for Uncertain Times – Part One
If this year were a vanity plate, it would say CHAOS 2020. Medical, economic, and emotional crises are hitting every generation at almost every socioeconomic…
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…
