Financial Planning

If you have any outstanding verbal loans that you don't want to be a gift, then make sure you put these in writing. If you want the loan to be an advance against inheritance, this can also be specified in your estate planning documents. ...

Social Security has served a vital role in the lives of women for over 80 years. With longer life expectancies than men, women tend to live more years in retirement and have a greater chance of exhausting other sources of income. Women need to plan early and wisely for retirement. ...

Smartphones don’t shape-shift like aliens in a Star Trek episode. Apps (short for applications)  are what make a smartphone or tablet acquire multiple uses. Apps like Dialer, Camera and others come pre-installed from the factory. Dialer, for example, is your telephone app. Tapping the telephone handset icon will enable you to enter the phone number or name of the person you want to call. Hit the green handset icon to call, red handset icon to hang up. ...

What could be easier than ordering groceries, getting a medical checkup or paying bills, all while sitting in your recliner at home? What if we told you all this was free - or mostly free? We'll walk you through the world of apps and how you can find fingertip convenience for everyday living. ...

The Social Security Administration provides online services to improve its service to you. Here are our top 10 websites that you can use to manage your benefits, learn the latest news and access helpful resources. Share these links with your friends and family! ...

The Bash is Back, and this time we're over on the West Side for another afternoon and evening of entertainment, food and information, all geared to people 50+. And if you're an animal lover, you'll like our "pet" charity: The Sanctuary for Senior Dogs. ...

It’s never too early to start planning for your retirement. Set a goal, make a plan, and save automatically. Savers with a plan are twice as likely to save successfully. Pledge to save for America Saves Week at www.americasavesweek.org. ...

Some of the millions of people who get monthly Social Security or Supplemental Security Income benefits need help managing this money. A person assigned to help you manage your monthly benefits is called a representative payee. ...