Money Matters

Retirement Financial Strategies for Older Adults

June 5, 2018 | Patricia Wuest

By Patricia Wuest Saving for retirement can be challenging and confusing, but if you develop a strategy that’s tailored to your needs and wants — even after retiring — you can ensure a financially secure retirement. After all, you want to spend this time of your life doing what you want, so it’s important to […]

Home Sweet Community

December 15, 2017 | Laura Tenpenny

How do you know whether you can afford to move into a senior living community? For some senior adults, the decision can be complicated. You have to balance the rising costs of staying home against the monthly fees in the senior living community.  But for many senior adults, the positive benefits of living in a […]

Money Matters: What Is a “Robo-Adviser”?

August 15, 2017 | Patricia Wuest

Have you’ve heard the term “robo-adviser,” but don’t know what one is? This financial-planning tool first popped up among a few little-known start-ups, but today, many financial-planning companies, including Vanguard, Fidelity and Schwab, are using them. Basically, it’s computerized advice about your financial investments. A robo-adviser is a digital tool — not a real person […]

Three Smart Tips for Saving Money

July 15, 2017 | Patricia Wuest

Do you have less than $10,000 in savings (not including your house or pension)? If so, you are not alone. The Employee Benefit Research Institute reports that 28 percent of Americans aged 55 and older have less than that saved. Don’t stress, though. There are ways to add to your nest egg and, in the […]

The Price Is Right?

June 15, 2016 | Patricia Wuest

You only have to google “senior citizen scams” to find a list of fraudulent tricks dishonest scammers use to get money from older adults. It’s illegal, but these types of people are constantly coming up with new ways to take your hard-earned cash. These types of frauds can happen by phone, mail, in person, or […]