Aug 12, 2025
Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion,...
Jul 9, 2025
After Loss Financial Support How a Daily Money Manager Brings Peace to New Widows Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain...
Jun 16, 2025
Introduction Sharing financial information online has become a necessity, whether for managing your bills, filing taxes, or coordinating with kids at college. However, with the convenience of digital financial management comes the responsibility to ensure that this...
May 15, 2025
Risk Alert: Your Cell Phone and Two-factor Authentication (2FA) How cell phones can be used to financially exploit seniors If you have a cell phone – be awareIs it a good idea for people with progressive dementia to have a cell phone? You need to be alert to the...
Apr 11, 2025
When it comes to cybersecurity, people of all ages need to be educated on securing their online lives by learning best practices as well as how to deal with scammers. If we’re not careful about protecting ourselves digitally, our mental health will suffer through...
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