Checklist: Caring for an Aging Loved One We can help Many people will be responsible for caring for an elderly parent or loved one […]
Archive | Finances
Medicare Cards and Social Security Numbers
Did you know there are changes being made to Medicare cards? Did you ever wonder why your Social Security number is on your Medicare card? […]
Baby Boomer Retirement Trends 2016
Did you know… Baby Boomers are entering their retirement years and are actually reinventing what it means to be retired. We are sharing baby […]
Remarrying in Retirement? This is for You!
Remarrying in retirement? This article is for you! Because Baby Boomers are divorcing at an alarming rate, many of them find themselves marrying for a […]
5 Habits to Start Now for Financial Security Later
Most Baby Boomers are getting ready to retire if they haven’t already. If this describes you, it’s not too late to make some key changes […]
Seven Threats to Baby Boomer Retirement
Check this list of Seven Threats to a successful retirement plan. Where are you in planning to avoid these Seven Threats to Baby Boomer […]
Can’t Finish Your Taxes on Time?
April 15 is here! However, taxes aren’t due until April 18 this year! If you can’t finish your taxes on time, relax. You have options. […]
IRS Audit – Are You at Risk?
As though filing your income taxes isn’t stressful enough, the thought of having an IRS audit could cause a “nervous breakdown”! There are those that […]
Received SCAM Calls from the IRS?
If you have received SCAM calls from the IRS, you should know what to do. You may not know they are SCAM calls… the IRS […]
Reverse Mortgage – Is It For You?
A reverse mortgage is a home equity loan for older homeowners. It does not require monthly payments and instead lets the borrower convert a portion […]