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Personal Finance (Page 2 of 14)

The Taxman and Your Estate

“Now my advice for those who die, declare the pennies on your eyes.”

hand out collecting money

6 Thrifty Tips for Seniors to Save Money on OTC & Prescription Medication

Taking care of your health should never break the bank. Unfortunately, for many seniors and retirees, it does; especially when it comes to affording prescriptions or other medication.

medication and money

Roommates for Boomers: 5 Ways Sharing Your Home Can Save You Money

If you’re a Boomer interested in home sharing, here are 5 ways it’ll save you money.

friends on couch

10 Most Tax-Friendly States for Retirees in 2024

Retirement is a milestone we all dream of reaching. Here are the top 10 most tax-friendly states for retirees in 2024.

United States of America with flag coering all states and giant yellow dollar sign in the middle

7 Reasons for Boomers to Consider Renting Instead of Buying

Here are some great reasons for retirees to consider renting a home!

senior couple outside of house

How to Prepare for the Coming Tax Doomsday, December 31, 2025

As the world continues to evolve, so does the financial landscape, presenting new opportunities…and challenges.

money pit, throwing away money

Do I Need to File a Tax Return This Year?

Whether or not you are required to file a federal income tax return this year will depend on how much you earned last year (in 2023), as well as the source of the income, your age, and your filing status. Here’s a rundown of this tax season’s IRS tax filing requirement thresholds.

tax time clock

Should I Buy Long-Term Care Insurance?

Around 8 million Americans own a long-term care policy. Should you get one too?

Asain senoir couple

Should You Have a Joint Bank Account with Your Senior Parent?

Though seemingly practical, it is essential to thoroughly consider this option to ensure it is the most suitable decision for your family.

bank

8 Thrifty Tips for Seniors to Save Money When Eating Out

It goes without saying that eating out is pricey! Fortunately, there are things you can do to make it a little less extravagant. Here are 8 thrifty tips to save money when eating out.

couple eating out

Free Senior Resources

Ultimate Guide to Retirement Communities

The Ultimate Guide to Retirement Communities

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5 Health conditions e-book cover

5 Health Conditions That Affect Baby Boomers and 5 Ways to Avoid Them

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ultimate estate planning checklist and guide

Ultimate Estate Planning Checklist & Guide

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Guide to Adult Day Care

Get The Guide
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