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
I want to charge Room/Board using the Medicaid/SSI calculations per the judge, but I can't seem to find that information online. Any idea?
8 AnswersTeeVeeCee15 Replied 20 hours agoAny POAs switch their LO's homeowner's insurance?
9 AnswersSlartibartfast Answered 20 hours agoCan a POA refuse to share info with siblings about mom's affairs (will, estate, banking, investments, DNR, etc.)?
7 AnswersJada824 Answered Mar 1, 2026How much savings is a spouse allowed to keep while trying to spend down for other spouse's Medicaid qualification?
3 Answersravensdottir Answered Mar 1, 2026
Financial Planning Discussions
LTC income and asset changes for 2026.
2 CommentsAMZebbC Commented Feb 24, 2026Mom was approved for LTC/Medicaid!
8 CommentsAMZebbC Commented Jan 25, 2026What percentage of in house caregiver is tax deductible? It is costing almost 1000 per week.
4 Commentsfreqflyer Commented Jan 14, 2026As ex and named beneficiary and executor by ex-husband.
8 Commentsdhalpern Commented Nov 23, 2025
Financial Planning Related Topics
- Alzheimer's & Dementia
- Cognitive Decline
- Caregiving
- Dementia Behaviors
- Aging in Place
- Home Modification
- Cancer
- Area Agency on Aging
- Memory Loss
- Mild Dementia
- Signs of Dementia
- Severe Dementia
- Moderate Dementia
- Early Onset Alzheimer's
- Lewy Body Dementia
- Adult Day Care
- Sundowner's Syndrome
- Violent Behavior
- Chemotherapy
- Dementia Wandering


