Category Archives: Financial Planning

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…

Better Credit for Seniors During National Credit Education Month

How’s your credit? While a better credit score can help adults of all ages to be able to borrow money to buy a house or car, rent an apartment, etc., there are some credit considerations, especially for seniors. March is National Credit Education Month, so let’s think about better credit for seniors. Here are tips…

7 Ways to Reduce a Senior’s Risk for Falls Around the Home

September 23rd is Falls Prevention Awareness Day, and September is Falls Awareness Month. People over age 65 are at a greater risk for falls, and falls are the largest cause of fatal and nonfatal injuries for seniors, according to the National Council on Aging. The total cost of falls injuries in 2015 was $50 billion,…