If you watched our previous video on picking the right CCRC, you know there’s a lot to think about when making a decision. But finding the perfect fit for yourself or your parents isn’t as simple as trying on a new pair of shoes....
Have you ever noticed how much easier it is to swipe a card or click “purchase” than it is to part with your hard-earned cash? Digital payment options come in handy until you’re trying to rein in your spending habits. Luckily, we’ve got a few...
The college years are full of life-changing experiences and foundational knowledge. But did you know the financial habits you put into place in young adulthood can be just as transformative as the lessons you learn in a lecture hall? It doesn’t take a degree to...
Choosing a Continuing Care Retirement Community is a great move for longevity planning and peace of mind, but that doesn’t mean it’s an easy move. ...
Glancing over your neighbor’s shoulder does not stop after grade school. With scrolling social media apps replacing our morning newspapers, it comes as no surprise that we are constantly comparing our lives to those we follow....
Keeping up with your mental health is crucial whether you’re in retirement or not. But how do you keep the noggin sharp? We’ve got a few tips!...
Sometimes life has different plans for us than we intended. That’s where a goal plan comes into play. Should you wait to buy a new car when your current car is having problems because you’ll spend less or should you buy a new car now?...
Wouldn’t you like to retire to your happy place? It starts with some important conversations. ...
How do you know if you’re on track to reach your financial goals if you don’t have a clear view of them? It can be hard to zoom out enough to create your goal plan, but it’s vitally important because every decision you make now...
You’ve been generous this year. You gave money to your favorite charities when they needed it most. Unfortunately, not all contributions are tax deductible. According to new tax laws, charitable contributions have to make up a large portion of your income to be deducted, but...