Things I Learned About Finance From My Parents
One of the reasons why I can help others with finances is because my parents taught me good habits. See how they taught me good skills.
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The September Financial Reset: 7 Things to Clean Up Before the Holidays
Getting back into the fall routine gives an opportunity to also clean up financial tasks hanging out there. 7 things to work on a a method to do it. In one article!
Scam Corner: Protecting a Loved One From Scams
Scammers prey on fear and urgency. By adding a software design concept of friction by design, a reduction in scams is possible.
If You Couldn’t, Who Would Manage Your Finances?
Couples figure out how to manage finances as a couple over years. But what happens if a key person suddenly cannot do them?
Learning Money Management from Famous People
Famous people weren’t always famous. They weren’t always rich either. How they managed their money as they grew richer provides good guidance for the not-so-rich.
Scam Corner: I Almost Got Scammed!
I was this close to being scammed because I got complacent about reading email. Learn how it happened and what I did right (and wrong).
Impacts of Adult Children Moving Back Home
Adult children moving back in with parents can have a significant detrimental impact on the parent’s nest egg. Setting boundaries can help reduce the impact while still helping the child.
Spring Clean Your Wallet Figuratively and Literally
With spring coming, is it time to clean out your wallet? Here’s what to know about what to keep and what to throw out.
Scam Corner: Hacklore vs Current Computer Best Practices
Hacklore is the internet’s version of security urban legends: old habits with a grain of truth. Learn what is good and what is outdated.
Advice for Solo-Agers
Solo-agers, those who live alone with no family support nearby, are a growing segment of the older adult population. Here are some areas to consider to help with life now — and later.
How Shifting Grocery Habits Can Cut Your Food Bill
Inflation has pushed prices for groceries much higher. By looking at shopping trends, you can take advantage of these to lower your food bill.
Scam Corner: Subscription Scams Don’t Stop When The Card Is Cancelled
Leslie Robinson, an older adult in Lansdale, PA, discovered one day that her credit card was charged for a number of small ($2.99) transactions for additional Google disk space. In 2019, when this happened, if you wanted more storage for your Google account, you could sign up with a credit card and add more storage. However, scammers were handing out her card number to use so that these fraudulent accounts […]
The Widow’s Financial Roadmap: Preparing for a Future You Didn’t Expect
The Inevitable Shift in Retirement Income For many retired couples, income arrives from two or three main sources: Social Security, pensions, and personal retirement savings. After one spouse passes, this income picture can change dramatically. Recalibrating Your Household Expenses A common misconception is that when a household goes from two people to one, expenses will be cut in half. While some costs decrease, many core expenses remain the same. Typically, […]
Master Your Money Emotions to Enjoy Financial Freedom
Do you control your money or does it seem like your money controls you? The reason is that your emotions are also involved. Identifying and working with your emotions can allow you to take back control of your money.
Scam Corner: What To Do If Your Email Or Social Media Is Hacked
You’ve been hacked! Or Have you? Know the difference between impersonation and being hacked and how to handle both situations.
When It Is Time For The Older Adult To Move
Moving into a place with more support than living independently can be overwhelming. Learn about options available to help with this major life change.
Climbing The Financial Ladder: A Practical Guide to Financial Freedom
Financial stability doesn’t happen overnight. It’s a climb one rung at a time to get to financial independence. A daily money manager can help with the climb.
Scam Corner: Scammers Are Taking Even More Money Than Before
2024 was another “banner” year for scams. Learn more about the areas of focus of scams and how to avoid becoming a victim.
Palliative And Hospice Care Might Not Be What You Think
When you hear of someone who is on hospice do you think they have days to live? Hospice and palliative care are so much more.
Medical Debt Can Be Removed From Credit Reports (Maybe)
Back in 2022, the Consumer Financial Protection Bureau (CFPB) suggested that medical debt information should not be used to ding people’s credit rating. One of their arguments was that medical debt is not a good indicator of paying back debt and thus not relevant to one’s credit score. The CFPB issued a final ruling on January 7, 2025 to require the credit reporting agencies to remove medical debt from consumer’s […]
Scam Corner: How Scammers Manipulate Your Emotions
Scammers make you give them your money by creating an emotional relationship. Use these tips to keep from getting into their hooks.
What Are Capital Gains?
Have you ever wondered what someone meant when they talked about capital gains or losses? Here’s a primer on the topic.
A Windfall of Wisdom: Financial Strategies for Unexpected Wealth
Learn how to manage an unexpected windfall wisely with steps to secure your financial future, pay off debt, and balance fun with long-term planning.
Scam Corner: Don’t Lose Your House To A Scammer
Did you know scammers are transferring property without the owner’s knowledge? Learn how not to become a victim of this scam.