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Financial Planning
Senior Financial Planning
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My experiences calling my local social security office during the pandemic
6 Comments
I
Isthisrealyreal
Commented Oct 2021
Getting things in order
6 Comments
A
andybernal2016
Commented May 2021
Obtaining proper identity. Can you share your experience?
6 Comments
I
Isthisrealyreal
Commented Jan 2023
The discussion isn't for me but anyone this would help. Do cultural pressures serve you or the state with regard to caregiving?
6 Comments
C
cwillie
Commented Feb 2023
Venting: Two-part authentication makes managing finances impossible!
6 Comments
M
MJ1929
Commented Jan 2022
Urgently need advice to help elderly neighbor, who just lost her only child, plan her course going forward.
6 Comments
F
Fawnby
Commented Apr 6, 2024
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My mom had to liquidate her annuity to pay for her assisted living facility. I'm told she will have to pay income tax on this money.
6 Comments
N
notgoodenough
Commented Apr 25, 2024
How do I prepare my wife and myself for Medicaid and still retain, or at least have access to, our long-saved-for next egg?
5 Comments
Q
quesohusker
Commented Aug 29, 2023
After parent dies sibling issues.
5 Comments
M
Midkid58
Commented Jun 2022
When the Time Comes, Don't Be Bullied Into Buying More Than You Need --I FINALLY Had to Provide an Original Death Certificate
5 Comments
F
freqflyer
Commented Jul 2022
Are you all aware of "Google Lens"? to value your antiques and collectibles?
5 Comments
P
pamzimmrrt
Commented Mar 2023
Smart, frugal parents equal a longer life!
5 Comments
E
Evamar
Commented May 2022
Have you reviewed your financial beneficiaries and co-signers?
5 Comments
C
cwillie
Commented Feb 2021
You should look at your parents' annuities and mutual funds right now. It might be time to cash out now while they're way ahead.
5 Comments
B
BarbBrooklyn
Commented Aug 2020
Arrogant Seniors...
5 Comments
K
Kimber166
Commented Nov 2018
Finally getting guardianship papers next week...
5 Comments
C
Countrymouse
Commented Nov 2018
Multiple past marriages of Veteran will not let a widow qualify...
5 Comments
W
Wuzzyblue
Commented Nov 2019
My brothers are bleeding my cognitively intact (but soft hearted) mother dry. Any advice?
5 Comments
D
DeeAnna
Commented May 2018
Sell the condo, keep the condo, sell the condo, keep the condo....
5 Comments
C
Countrymouse
Commented Oct 2015
Limited funding and need help now, can you help?
5 Comments
A
AliBoBali
Commented Sep 2017
Start a Discussion About Financial Planning
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