News & Articles

Leaving a Legacy vs. Enjoying Retirement: It Doesn’t Have to be One or the Other

There’s nothing wrong with wanting to leave money to those you care...

What Retirees Could Expect in Home Health Costs

According to AARP, 90% of adults 65 or older want to stay put in retirement, choosing their homes...

Addressing the Elephant in the Room

Long-term care often comes with a hefty price tag — one retirees may struggle to plan and pay for.

Challenges & Opportunities for Retirees Who Want to Stay in Their Homes

Aging in place is something many retirees want, but does it make sense from a...

Losing a Spouse in Retirement Can Have Financial Impacts, Too

No one wants to think about what would happen if a spouse passes away. However, in...

Even Mortgage-Free Homes Can Cost Retirees Bigtime

Retirees may underestimate how much home maintenance could cost throughout retirement. Even...

Surprising Costs of Aging Teeth 

According to healthcare cost software provider HealthView Services, a healthy 65-year-old couple retiring in 2019...

Retirees May Be Surprised to See Their Monthly Drug Expenses 

There’s a common misperception that all you retirees need is the basic level of...

For Retirees, Health Expenses Can Really Add Up

Some of the biggest unknowns in retirement can be how much medical care we may need and how much it...

Elder Care for Your Elders: Addressing Something Many Retirees Don’t Think About  

The longer we live, the more money we need in retirement. 

How Retirees Can Help Prepare for Family Emergencies

We retire from careers, not being parents or grandparents. So, how can retirees help provide a...

How Old Money Habits Can Serve Retirees Well

How should retirees pay for emergencies? While retirement nest eggs are technically savings accounts, a...

Making Our Savings Last Can Be Challenging

Running out of money has been a top concern for retirees for several years. Now, thanks to these...

The Unknowns in Retirement Can Stump Even the Most Prepared Retirees

The ups and downs of our economy can be challenging for everyone, especially...

The transition to retirement can be tricky for many, as spending discretionary income we can’t make back seems risky.

How can retirees spend on the...

Navigating a Potential Roadblock to Early Retirement

Being mentally and financially ready for retirement are two separate things. And some of the...

Marriage May Be Less Blissful When Only One Retires

It’s not uncommon for one spouse to retire before the other does. However, this situation could...

How Not Planning for This Reality Can Complicate Retirement

The transition into retirement can shake the most well-prepared retirees. And coming face...

Finally in retirement you have all the time in the world, to go wherever you want. Now, traveling is probably the first thing you want to plan.