Category Archives: Financial Planning

2021 Money Tips Older Adults Should Make Right Now

As 2021 gets underway, it’s a perfect time to take a look at your financial situation and evaluate what changes to make. Here are a few money and savings tips to help you or your senior loved one in 2021 and beyond. 1. Re-evaluate your plans with social security. Social security can get pretty complex,…

Why The COVID-19 Pandemic Makes More People Think About Estate Planning

Estate planning is one of those things you may want to put off as long as you can—after all, it’s upsetting to think about death, or you already have so many other things that you want to get done. However, the COVID-19 pandemic has encouraged more people to consider their estate planning. There are a…

It’s Medicare Enrollment Season: Take Advantage of Potential Savings

It’s Medicare enrollment season—have you reviewed your Medicare plan to make sure you have the best-priced plan? Every year from Oct. 15 to Dec. 7, the Centers for Medicare and Medicaid Services has what’s called an open enrollment period for Medicare. During this time, you can change your Medicare health plan and prescription drug coverage…

What Is a Health Care Surrogate and a Living Will—and Do I Need Them?

You may have heard about a health care surrogate and a living will, but you’re still confused about what they are—and whether you actually need them. These are actually important documents in case you were to get ill and not able to speak up for yourself. Let’s clear up some of the confusion you may…

Estate Management Checklist: Are Your Estate Tasks in Order?

Estate management involves a complex set of laws and things that need to be done. Many of these can be done before a person passes away, and that can help save time and effort for that person’s loved ones. However, the many tasks of estate management aren’t always done ahead of time. If you want…

Securing Aging Now Offers Estate Management Services

When someone dies, one challenge is managing what to do with the things that the person owned, including a home, car, other belongings, and investments. Even if the details on who gets what is specified in a will, there still needs to be a person or people to perform certain tasks leading up to and…

Financial Tips for Seniors During the Pandemic

There’s no question that the coronavirus pandemic has shaken up just about everything in our lives, including our financial health. Seniors who are nearing the end of their work-life or who are retired may be especially vulnerable to financial changes from the past few months. Here are a few guidelines to help the seniors in…