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Financial Well-Being

Cash Apps 101—How to Send and Receive Money More Safely

Paying others through cash-sharing apps is becoming more common, but they also come with risks. Understanding how to use them more safely can help you avoid scams and protect your money.

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Financial Well-Being

Important Social Security Administration Updates You Need to Know About

Earlier this year the Social Security Administration (SSA) announced the upcoming implementation of updated identity verification procedures intended to enhance security and combat fraud.

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Financial Well-Being

How You Can Have a No-Buy or Low-Buy Year

Looking for ways to spend less and use more of what you have? Here's how you can start your no-buy or low-buy year.

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Financial Well-Being

Financial Deadlines You Need to Know About

From tax filing deadlines to health insurance open enrollment periods, here is a list of key financial deadlines to jot down in your calendar.

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Financial Well-Being, Caregiver's Corner

Frequently Asked Caregiver Finance Questions

With no guide book on how best to manage your loved one’s care and finances, knowing what’s best isn’t always easy, so here are a few financial questions to consider as a caregiver.

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Financial Well-Being

Sentimental Items to Leave in Your Will

In the process of preparing your will? You’ve likely included your retirement accounts, property that you own and other items of value. But beyond financial goods, have you considered how you’ll handle sentimental items? Here are 10 sentimental items to consider leaving in your will.

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Financial Well-Being

Your Blueprint for Estate Planning

Recently, we had the opportunity to sit down with attorney Amy Cross Nance to discuss the ins and outs of estate planning on our Great Full Life webcast series.

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Financial Well-Being

Budget-Friendly Holiday Decor for Small Spaces

Getting into the holiday spirit is all about making things feel merry and bright, and a great way to do that is by decorating your space. If you’ve downsized, decking the halls might seem like a tricky task, but even small spaces can go big on the holiday cheer.

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Financial Well-Being

12 Common Senior Scams and How to Avoid Them

Don't let scammers retire on your dollar. Learn more about these common scams and how you can avoid them.

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Financial Well-Being

Fall Finance Checklist

Since the season of spending is fast approaching, it can be a good idea to get your finances in order prior to the season to take the pressure off. Ready to dive in? Here’s our official fall checklist to help you keep your finances on track.

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Financial Well-Being

Discuss These Financial Topics with Your Adult Children

There can be great benefits in talking to your adult children about your finances. First off, sharing the steps you took to get where you are today could potentially motivate them to make their own smart money moves. Talking about finances can also help your kids to know what to expect should you need financial support or to seek out a care plan. And being transparent about your assets can make it easier for estate planning so that you can help ensure that your money gets left to the people you truly want it to go to.

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Financial Well-Being

HSAs vs. FSAs: What to Consider for Retirement?

If you’ve ever opted for a health plan through your employer, you may have been offered a tax-advantaged health savings account. The two most common types are Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs).

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Financial Well-Being

What Is Long-Term Care Insurance and Who May Need It

Have you been considering long-term care insurance? Navigating the world of insurance and making the right decision for your future can be confusing. We talked to an expert in the industry to bring you answers to some frequently asked questions about long-term care insurance.

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Financial Well-Being

What Seniors Should Know Before Filing Their Taxes

Tax season is upon us once again and the deadline of April 15th is looming. But before you get ready to prepare your paperwork, here are a few helpful things that experts want you to know.

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Financial Well-Being, Trending Now

Online Shopping: Tips to Help Safeguard Your Info

Online shopping can lead to invasions of privacy, data leaks, and stolen information. Fortunately, there are simple steps you can take to help you to avoid such problems.

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