Smart Budgeting Tips for Seniors in 2025 Money is one of life’s biggest concerns. People of all ages worry about stretching their dollars, but seniors often face unique challenges. Many live on fixed incomes from Social Security, pensions, or retirement savings. Rising housing costs, healthcare expenses, and inflation make it harder to make ends meet. […]
How to Safely Store Your Financial and Legacy Documents Properly storing your estate planning documents and personal information is one of the most important steps you can take to protect your legacy and make life easier for your loved ones. Your plan should include more than just your will — you’ll want to securely store:
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How to Talk to Aging Parents About Finances and Estate Planning As your parents age, having open conversations about their finances and estate planning becomes increasingly important. These discussions can feel uncomfortable at first, but they are essential to ensure your parents’ long-term financial security and peace of mind. A good way to start is
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Senior Living Workforce Challenges During the Coronavirus Pandemic The COVID-19 pandemic has exposed major challenges in the senior living workforce across the United States. The new federal relief package, known as the Families First Coronavirus Response Act (H.R. 6201), brought both hope and concern to the senior care industry. While designed to help workers and
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🏠 Understanding Gift Taxes (Including Maine Rules & 2025 Updates) Giving financial gifts to loved ones is one of the most meaningful ways to share your wealth and help others—but it can also raise questions about gift taxes. At both the federal and state levels, understanding how gifts are taxed (and when they aren’t) can
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