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Discover valuable tips and strategies for senior financial planning. From managing healthcare expenses to budgeting for retirement, explore resources that help seniors plan for a secure financial future.

Filing Taxes in Retirement: 4 Facts You Should Know

No matter what age you are, filing taxes is always a dreaded chore. Filing taxes in retirement might be slightly simpler than filing when you were at the height of your earning days, but navigating your return can still be confusing. […]

2016-03-14T09:00:30-07:00March 11th, 2016|senior financial planning|Comments Off on Filing Taxes in Retirement: 4 Facts You Should Know

Is Senior Student Loan Debt Affecting You?

If you listen to any respected economist or financial advisor talk about the state of the average American’s personal financial situation, you’re going to hear about the negative effects of student loan debt. […]

2020-10-13T17:07:18-07:00February 29th, 2016|senior financial planning|Comments Off on Is Senior Student Loan Debt Affecting You?

Top Senior Discounts You Should Know About

Is your retirement everything you’ve dreamed it would be? You wake up refreshed on a daily basis. You have freedom to pursue your hobbies and new interests. You are forming new relationships and growing on a personal level. […]

2016-02-15T08:41:49-08:00February 15th, 2016|senior financial planning|Comments Off on Top Senior Discounts You Should Know About

Is Your Living Will in Order?

One aspect of growing older is recognizing the necessity of preparing for medical emergencies in advance. Committing to a healthy lifestyle is important, but you should also arrange all of your affairs to reduce the stress on your loved ones in the event of a sudden illness or accident. […]

2015-10-05T08:54:19-07:00October 5th, 2015|senior financial planning|Comments Off on Is Your Living Will in Order?

Do Seniors Need a Good Credit Score?

If you are past the age of retirement and living on a fixed income, you might wonder what all the fuss is about when it comes to credit scores for seniors. If you don’t plan on applying for another mortgage or car loan, do you really need to worry about whether or not you have [...]

2015-08-17T08:48:50-07:00August 17th, 2015|senior financial planning|Comments Off on Do Seniors Need a Good Credit Score?

Do You Need Professional Debt Management?

If you are a senior struggling to manage your debt, it’s important to realize you are not alone. As of 2010, seniors carried 83 percent more debt than in 2001, totaling an average of $50,000. […]

2015-06-01T08:57:06-07:00June 1st, 2015|senior financial planning|Comments Off on Do You Need Professional Debt Management?

Should You Work After Retirement?

Think about all the years of double shifts and overtime pay. Aren’t you excited to leave the rat race behind? Even if the answer is an emphatic “Yes!” you might have to pick up a part-time job after you retire for additional cash flow to support your dream standard of life after retirement. [...]

2015-05-12T09:42:26-07:00May 12th, 2015|senior financial planning|Comments Off on Should You Work After Retirement?

Five Ways to Prevent Online Identity Theft

Identity theft is on the rise – American consumers reported over 10 million cases in 2014. In 2013 the U.S. Justice Department reported that approximately 14 percent of all citizens over age 16 had experienced a form of identity theft. […]

2015-05-04T10:40:45-07:00May 4th, 2015|senior financial planning|Comments Off on Five Ways to Prevent Online Identity Theft

Do Retirees Need Financial Advisors?

After a lifetime of hard work and disciplined saving, the newly retired bask in their newfound freedom and flexibility. However, retirement is not without its stressors, and one of the primary concerns for many is how to manage their retirement funds properly. […]

2015-04-13T09:34:52-07:00April 13th, 2015|senior financial planning|Comments Off on Do Retirees Need Financial Advisors?
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