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Monday, May 10, 2021

Fire Your Spouse as Money Manager

…A. Brooks writes about retirement and personal finance issues. His column currently runs in U.S. News & World Report. He has written columns on retirement for The Washington Post and…

Monday, December 11, 2023

Money: Year End Tax Moves to Make Now

Retirement doesn’t mean you no longer have to worry about taxes. Quite the opposite – it’s a time when you need to pay extra attention to taxes. The Required Minimum…

Monday, May 9, 2022

New Rules in Estate Planning

…rules for non-spousal inherited retirement accounts – and in the process may change the way bestow benefits on your children and grandchildren as part of their estate plan. Prior to…

Monday, December 12, 2022

Year-End Tax Strategies

…withdraw that money later, they’ll be paying ordinary income tax on the withdrawals.” Retirement accounts: How much? Maximize contributions to your retirement accounts, experts advise. “Save taxes now is a…

Thursday, July 22, 2021

All About Cryptocurrency

…writes about retirement and personal finance issues. His column currently runs in U.S. News & World Report. He has written columns on retirement for The Washington Post and USA TODAY….

Monday, October 9, 2017

Finding Affordable Housing for Seniors

…and connect with it by clicking here. Affordable Retirement Communities and Senior Apartments If you don’t qualify for subsidized housing or vouchers, don’t lose hope. Some retirement communities and senior…

Thursday, May 6, 2021

The Hidden Value of Volunteering

Retirement? What retirement? For Senior Planet volunteer Barbara Lewers (pictured at top), volunteering is almost second nature. “I came to Senior Planet to sign up as a member; I walked…

Monday, November 8, 2021

Family and Finances: Avoiding “The Talk”?

…finance, visit here. By including SeniorPlanet/OATS in your will or retirement plan, you will become an active participant in changing the future of aging. If you have questions about including…

Wednesday, September 27, 2023

Inspiring Story: Bob McLean, 69

…I think going back to school can be one of the most invigorating events of your retirement life. I can’t think of a better way to enjoy retirement than to…

Monday, February 7, 2022

Goodbye 3G

…the other carriers following suit later in the year. AT&T’s 3G network retirement plan. Verizon’s network retirement plan. T-Mobile’s network retirement plan. Helpful links: This article explains in depth what…

Thursday, July 1, 2021

Senior Planet talks to…Ellen Burstyn

Ellen Burstyn, 88, plays a widow who reluctantly moves into a retirement community in her new film, Queen Bees. Here she discovers it’s just like being back in high school,…

Thursday, January 23, 2014

Is This the Future of Design for Aging?

…issues. Students in these design programs spend a lot of time “in the user’s shoes.” They might visit retirement homes to spend time with residents, use a walker for a…

Wednesday, December 27, 2023

Inspiring Story: Susan Auslander, 89, Solar Champion

After a five-year campaign, Susan Auslander (89) and the solar committee at the Meadow Ridge Retirement Community in Connecticut convinced their retirement community to erect 1,344 solar panels. These panels…

Saturday, July 31, 2021

Mark Newton, 61: Super Bowl-er

…Something “At the time of my retirement, about six months prior to the COVID-19 pandemic, I weighed 255 pounds with a history of high blood pressure. I was active —…

Monday, October 12, 2020

Ready for Long-Term Care Insurance?

…they tend to set aside savings separate from their retirement savings for medical costs. “We make it part of your financial plan,” he said. Reverse mortgage. A reverse mortgage lets…