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Monday, March 13, 2023

Money: Best Online Finance Sites

…and The New York Times. However, there are hundreds of online news sources, many of which specialize in retirement and personal finance news. Financial News Sources Vary Beau Henderson, founder…

Monday, November 8, 2021

Family and Finances: Avoiding “The Talk”?

…a family finance discussion…but it’s a discussion that parents often avoid having with their grown children. Having ‘The Talk” Financial planners say older adults need to discuss finances with their…

Sunday, July 30, 2023

Play July: Finance Themed Crossword Puzzle

Show me the (e)money with this finance themed crossword puzzle. Test your skills with our monthly crossword puzzle….

Wednesday, September 1, 2021

Virtual Finance Resources

Monday, January 11, 2021

Get Your Finances in Order in 2021

If ever there was a year that offered retirees the opportunity to get a gut check on their finances, this is it. For many people, their lives, finances and their…

Wednesday, January 12, 2022

Let’s Talk Money!!

…about technology and personal finance with her Silicon Valley Speaker Series: Technology and Personal Finance, starting via Zoom Fridays, Jan 21 – March 25, 2022 from 9 – 10 am…

Monday, April 10, 2023

Is It Time to Break up With Your Bank?

Is it time to try online banking? Maybe, says Senior Planet’s Money and Finance Contributor. Get info on an online class here. Determined to find a better return for the…

Monday, September 14, 2020

Where’s Your Retirement Emergency Fund?

…of things happen.” Most Americans are not prepared for an unforeseen emergency. Only 40 percent could cover an unexpected $1,000 expense, according a survey from Bankrate.com, a personal finance web…

Monday, December 13, 2021

Financial Gifts to Kids

…count against their college financial aid. For information about Senior Planet’s many classes and resources about personal finance, visit here. By including SeniorPlanet/OATS in your will or retirement plan, you…

Monday, February 8, 2021

Social Security Tips

…number of retirees is growing faster than the working population and people are living longer. According to the AARP, without changes in how Social Security is financed, the surplus is…

Wednesday, November 25, 2020

Estate Planning and Charitable Giving

…of life in retirement.”   Rodney A. Brooks writes about retirement and personal finance issues. His column currently runs in U.S. News & World Report. He has written columns on…

Monday, August 9, 2021

“Gray” Divorce

…go from one household with expenses $6,000 a month to two households needing $5,000 a month each. The divorce will put a greater strain on the finances of both spouses,…

Monday, March 6, 2023

Best Budgeting Apps – for Free

…talks and lectures on money and finance, from basic online banking to selling on eBay. Check out our free online finance classes and take control of your financial life! Looking…

Monday, March 8, 2021

Buying A Retirement Home?

…your brain, not your gut – and do your homework!   Rodney A. Brooks writes about retirement and personal finance issues. His column currently runs in U.S. News & World…

Monday, April 12, 2021

Five Tax Tips for Retirees

…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. He has also…