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A growing smishing scam is targeting drivers across the country — and seniors are among the most vulnerable. Retirees are on the road, traveling, rolling through toll booths — so
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I hear it from nearly everyone. One of the toughest things for senior clients to do is let go of items they’ve owned for years — even decades. It’s not
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As a retiree, you may be thinking about simplifying your life — and that often includes downsizing. If your home has appreciated over the years, selling it will provide a
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Every caregiving journey is unique — shaped by your loved one’s needs and your role in their life. There are amazing resources to help guide you through it. Being a
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Retirement is a time to enjoy life, travel, and spend more time with loved ones. However, financial concerns can sometimes get in the way. One way seniors can generate extra
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As we age, staying organized becomes more important than ever. An organized home can enhance safety, reduce frustration, and foster independence for seniors. If you or a loved one is
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Working with seniors and their families, I always hear people struggling with how much they should spend on relocation or anything else because the overwhelming concern is saving enough to
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For many retirees, Social Security benefits are a critical part of their financial stability. However, many seniors I meet question whether certain financial decisions—like selling their home—will reduce or even
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Traditionally, homeownership has been seen as the ultimate goal for financial security and stability. However, an increasing number of senior citizens and retirees are opting to rent instead of own.
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The unusually warm weather in the south recently has many starting to spring clean – declutter, organize, and refresh – their living space. A clean and orderly home not only
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More and more people are creating living trusts – an estate planning strategy to ensure your assets, including your home, are protected and transferred smoothly to beneficiaries. However, once you’ve
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Last week we looked at affordable American small towns. Now, a look at the best places to retire on a budget, again with information coming from a great resource for
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Looking for an affordable place to call home? Small-town living offers charm, community, and most importantly — lower costs. They can be magnets for seniors and retirees who want a
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As retirement approaches, there’s a common questions people ask. Should they pay off their mortgage? The answer depends on one’s financial situation and priorities. A Kiplinger article looked at the
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As we kick off 2025, the housing market is witnessing a significant shift among Baby Boomers. Unlike past generations who downsized or relocated to new areas during retirement, many Boomers
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As the chill of winter sets in, it’s essential to prepare your home for the cold months ahead. Proper winter maintenance ensures your home stays warm, efficient, and protected from
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Life is full of transitions, and for many, there comes a moment when downsizing and relocating feels like the right next step. But how do you know when it’s time?
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At a recent holiday party, an individual created an adorable Christmas tree out of green scratch off lottery tickets. Cute, clever, fun and it had everyone talking. Eventually, someone said,
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Whether you’re thinking of relocating or you want to age in place, one thing I always recommend at the end of the year is decluttering. It does make it easier
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Georgia is becoming a magnet for retirees and seniors attracting them with affordable housing, tax advantages and a relatively low cost of living compared to other locations. Travel and Leisure
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Social Security remains a critical financial resource for millions of retired Americans, with over $1.5 trillion in benefits projected for 2024 alone. However, retirees should be aware of two major
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It’s the million-dollar question everyone is talking about – how will the recent election affect real estate? Realtor.com has posted an article with its take on the election and how
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Seniors and retirees have long sought retirement destinations in the south largely because of the milder weather but there are so many other great benefits for seniors. Grace Zhu from
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While the holidays are known for the joy and family closeness they bring, I know from meeting with my clients that for many seniors, it is an extremely difficult time
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