Financial Planning

Financial Planning

Ben Rose Offering Free Workshops on Hoarding, Homebuying and More

One of Greater Cleveland's best assets for older adults and caregivers is Ben Rose, a nonprofit organization that promotes aging well. This summer they're offering workshops that range from hoarding to homebuying. ...
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Survey Highlights Long-Term Care Costs

Knowing what you can expect to pay for long-term care services is important for older adults and their families. However, as you plan for the future, you may worry that budgeting and saving for long-term care will pose a serious challenge. ...
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Plan for your Future During Financial Literacy Month

Financial Literacy Month serves as a reminder that Social Security is a vital part of any financial plan. Our online tools are here to help you understand your potential Social Security benefits and how they fit into your financial future.  ...
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Disability Payments and Part-Time Work

By participating in the trial work period, you can preserve your disability benefits while you explore whether returning to work is right for you. This can delay the end of benefits, allowing you to try returning to work without fully committing to ending your benefits. ...
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Finding Help for Aging Parents

As they grow older, your parents may prefer to continue living in their home rather than moving to a long-term care facility. They are not alone in this; more than three-quarters of adults over the age of 50 say they would prefer to age in place. ...
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Death & Taxes

Sitting there at his computer, reading through notes in his familiar handwriting, it was like being there with him. It was not the first time we had talked about finances, or taxes. It brought back memories of other times sitting at his desk. ...
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Celebrating Women’s History Month with SSA

Women have longer average life expectancies and tend to live more years in retirement than men. This means that women have a greater chance of exhausting other sources of income while their Social Security benefit continues for life. It’s important for women to plan early and wisely for retirement. ...
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No, Wills Aren’t Only for Rich People

Etate planning can benefit people across the economic spectrum. Involving more than passing on wealth, estate planning also encompasses planning for aging, illnesses, or injuries, which can be unpredictable. ...
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