Money Matters

photo of an elder woman in a wheelchair getting help with her bills from a daily money manager

Daily Money Managers Can Help with Financial Chores

Daily money managers (or DMMs) are financial-savvy professionals who can help elders having difficulty managing their own day-to-day personal financial affairs.

November 14, 2022

Get Your Affairs in Order

Organizing important papers and getting personal and financial affairs in order is a smart idea and wonderful gift to your loved ones.

October 18, 2022

Photo of a senior man wearing a mask getting immunized by a nurse who's wearing a mask

The Importance of Regular Immunizations for Heart Health

Adults, especially those with a history of heart disease or stroke, should stay up-to-date on preventive vaccines, particularly for flu and COVID-19.

September 20, 2022

Photo of pills spilled over a pile of 100-dollar bills on a blue background

How the Inflation Reduction Act Will Lower Drug Costs

The Inflation Reduction Act signed into law in August includes significant improvements to the Medicare program, which will kick in over the next few years.

September 20, 2022

boost yields on annuities: illustration of two stick figures carrying an "Annuity" sign

Boost Yields on Annuities or CDs without Surrender Penalties

Higher interest rates are great when you have new money to invest. But what about money tied up in lower-yielding deposit accounts — like fixed-rate annuities with early surrender penalties?

September 2, 2022

Blank headstone with a deer grazing in the background — representing unwanted burial plots

Sell Unwanted Burial Plots

Life changes are causing more and more people to sell unwanted burial plots they no longer intend to use. But selling a plot can be difficult.

August 16, 2022

photo of seniors at an adult living community, swimming and having fun in a pool

Choosing a 55-Plus Active Adult Community

If you’re contemplating moving to a 55-plus active adult community, finding one that’s right for you takes some legwork.

August 1, 2022

annuity investments represented with a golden egg in a nest, with "annuity" printed on the egg.

Securing Retirement for Women with Annuity Investments

Because they tend live longer, women in particular need to build assets to create their own pensions. Fixed annuity investments can build wealth faster than other safe bets.

August 1, 2022

photo of the view of a Benjamin bill through a magnifying glass

Find and Claim Forgotten Family Assets

About 10 percent of all Americans have some unclaimed money out there waiting to be found. Here’s how to find and claim lost family assets.

July 13, 2022

illustration of someone running downhill to escape getting crushed by a giant snowball

Is Your Debt A Snowball Or Avalanche?

Debt elimination has been framed as the “snowball” way or the “avalanche” way. Both are easy to implement and helpful for removing debt from your life.

June 27, 2022