Senior Financial Planning

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.

Budgeting can be tricky, especially for seniors who are living on a fixed income. Learn how to help a senior evaluate their income, assets, and expenses and develop a monthly budget they can actually follow.

With so many seniors living on limited incomes, finding affordable products and services is crucial. Get the inside scoop on freebies and discounts available to you and your aging loved one.

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.