Money Management

Why performance is not a good indicator when selecting a financial advisor

David E. Hultstrom, President of Financial Architects, recently explained why past-performance is not a great way to evaluate financial advisors.…

1 year ago

Elder Law and Special Needs Law News Roundup – 6-10-2022

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus…

2 years ago

News Roundup – 2/25/2022

February is American Heart Month! Read President Biden's Proclamation on American Healrth Month 2022 We regularly post links to news…

2 years ago

News Roundup – 2/18/2022

February 18th is National Caregiver's Day! General News Sources: Will Social Security run out of money? Here's what could happen…

2 years ago

Reverse Mortgages

The Consumer Financial Protection Bureau has published new tools on Reverse Mortgages. The tool box includes basic information, eligibility, information…

3 years ago

How To: Calculate Your Social Security Retirement Benefits

Social Security is one of the most important programs for seniors in the United States. It provides a guaranteed source…

3 years ago

What is the best time to collect Social Security?

Charles Schwab Foundation President Carrie Schwab-Pomerantz discusses how to get the most out of Social Security.

3 years ago

Should your Adult Child be Co-Signer on your Bank Account?

At one time or another, many seniors consider adding a child as a co-signer on his or her bank account.…

3 years ago

Resources at the Office of Financial Protection for Older Americans

On April 26, 2021, the Consumer Financial Protection Bureau's Office of Financial Protection for Older Americans sent us a link…

3 years ago