Senior Financial Planning
Financial Planning Articles
Renting vs. Buying in Senior Living Communities
When considering the many different types of senior housing communities available, you may be faced with the decision to rent or buy. It’s important to consider an elder’s future care needs and finances before deciding which option is best.
1 CommentHow to Put an Elderly Loved One on a Budget
Budgeting can be tricky, especially for seniors on fixed incomes. Learn how to help an aging loved one evaluate their personal cash flow and develop a monthly budget they can actually follow.
2 CommentsDiscounts and Free Services for Seniors and Their Caregivers
With so many older adults living on limited incomes, finding affordable products and services is crucial to making ends meet. Get the inside scoop on freebies and discounts available to you and your aging loved one.
61 CommentsThe Biggest Mistake People Make When Filing for Social Security
Many American adults don't know how to maximize their Social Security benefits. Most start collecting too early, and neglect to use strategies that make the most of their monthly benefits.
11 Comments
Financial Planning Questions
Should we rent or buy when downsizing?
31 AnswersKXD3633 Answered 6 hours agoAm I required to give full disclosure of all my mother's finances over the past 3 plus years now that she has passed to my 2 sisters?
20 AnswersPatathome01 Answered 7 hours agoAs POA, how are you handling tithe payments for your person?
9 AnswersGeaton777 Answered 15 hours agoHas anyone dealt with a Reverse Mortgage assigned to HUD immediately after a loved one’s passing?
8 AnswersJoAnn29 Answered Apr 20, 2025
Financial Planning Discussions
Just getting tired of everything: taxes put me over the edge this year.
4 CommentsDrivingdaisy Commented Apr 16, 2025All AL I'm looking at seem to have a 7% increase every year! Is that industry standard?
5 Commentsaging02920 Commented Mar 28, 2025I’m Texas. Tell me about a Millers Trust.
2 Comments97yroldmom Commented Mar 23, 2025Applying for Medicaid: Is there a way to get assistance with the process that doesn't cost thousands?
20 CommentsElizabethAR37 Commented Dec 16, 2024
Financial Planning Related Topics
- Alzheimer's & Dementia
- Cognitive Decline
- Caregiving
- Aging in Place
- Dementia Behaviors
- Area Agency on Aging
- Cancer
- Home Modification
- Memory Loss
- Mild Dementia
- Signs of Dementia
- Severe Dementia
- Moderate Dementia
- Early Onset Alzheimer's
- Lewy Body Dementia
- Sundowner's Syndrome
- Violent Behavior
- Adult Day Care
- Dementia Wandering
- Chemotherapy