May: Financial Tip of the Month

May: Financial Tip of the Month

May is an excellent month to review your personal finances, especially after the many financial literacy resources shared throughout April. Now is the perfect time to apply those strategies to your own situation and ensure your important documents and information are...
Thinking of Changing How You Prepare or File Your Taxes?

Thinking of Changing How You Prepare or File Your Taxes?

Thinking of changing how you prepare or file your taxes? Here are some things to keep in mind This is the time of year when we start gathering information to file federal and state taxes. For most of us, little will change and we’ll do what we’ve done every year. Some...
Holiday Budgeting Conversations with Older Loved Ones

Holiday Budgeting Conversations with Older Loved Ones

Note: This guest blog was written by Lina Supnet-Zapata, MBA, CMC, TxCG, an Aging Life Care Manager and CEO of Mir Senior Care Management, Inc. & Care Consultants in Austin, Texas. Lina is an Advanced Professional member of the Aging Life Care Association® (ALCA)...
Helping Mr. Dell: Protecting Our Loved Ones From Scams

Helping Mr. Dell: Protecting Our Loved Ones From Scams

Every year, thousands of older adults fall victim to scams. According to a 2023 report by the AARP, almost $30 billion is stolen annually from Americans over age 60, including by scammers and “trusted” family or caregivers. Despite widespread awareness of this issue,...
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