4 Min. Read
When to Ask for Help Managing Your Retirement Finances
You've built an investment portfolio. Should you continue to manage your retirement finances on your own, or is it is time to ask for outside help?
Articles by Miranda Marquit
4 Min. Read
7 Ways to Lower Your Monthly Mortgage Payment
A monthly mortgage payment is a typical expense in a homeowner's budget. Here are seven ways to lower yours.
4 Min. Read
Inclusive Travel for Seniors: A Path to Adventure Tailored Your Needs
Don't let the physical changes and challenges that come with aging stop you from getting out and having an adventure. A new crop of inclusive travel companies is opening experiences for everyone.
4 Min. Read
Renting or Owning in Retirement: Which Is Better?
Deciding whether to rent or own in retirement can be tricky. Homeownership involves a lot of upkeep, but you build equity. Renting is easier, but is it worth the tradeoff? Here are some things to consider when making a decision.
4 Min. Read
Can You Afford to Age in Place?
Many people want to stay in their homes as they age. But being able to age in place takes more than a dream. Learn how to decide if you have sufficient funds to make the dream a reality.
4 Min. Read
What’s in the No Surprises Act and How Can it Help You?
If you've ever been caught off-guard by a surprise bill, you know how frustrating they can be. The good news is the no-surprises act offers some protections.
4 Min. Read
Everything You Need to Know About Inheriting a House
If you have, or are set to inherit a house you'll have to make a variety of decisions, starting with what you're going to do with it. Here's a guide to inheriting a house.
4 Min. Read
The Role of Stocks and Bonds in a Retirement Portfolio
Like many financial decisions, choosing how much of your portfolio is dedicated to stocks and bonds in retirement depends on your risk tolerance and other factors. Here's what you should know.
4 Min. Read
Setting Boundaries With Adult Children and Grandchildren
They will always be your children, and you'll always be there for them. But what happens when old patterns and expectations become too much to handle? It's never too late to set some boundaries.
3 Min. Read
What Is a Life Insurance Trust?
Learn about life insurance trusts, their benefits and drawbacks and when these estate planning tools make the most sense.
4 Min. Read
Resources for Grieving Seniors
Grieving doesn't get easier as we age, but there are resources available to grieving seniors who can help. Here's where to look and what to look for.
4 Min. Read
5 Ways to Lower Your Required Minimum Distributions (RMDs)
Everyone with tax deferred retirement savings is subject to required minimum distributions (RMDs) at some point. There are some things you can do to lower yours.
4 Min. Read
What to Do if You Encounter Age Discrimination
Ageism can be difficult to pinpoint, but you don't have to endure it if it's happening to you. Here's what to look for and what you can do about it.
4 Min. Read
6 Cheap Ways to Keep Your Brain Young
Keeping your brain agile and young is a worthwhile pursuit that doesn't have to cost a thing. Learn six ways that you can keep your brain fit and have fun doing it.
4 Min. Read
How to Find a Lost Retirement Account
If you've changed employers more than once, you might have left more than your office stapler behind. Here's how to find out if you've lost track of any retirement accounts.
4 Min. Read
How Much Should Retirees Keep in an Emergency Fund?
Determining how much to keep in your retirement emergency fund starts with looking at your current assets and cash flow.
4 Min. Read
How to Find a Certified Financial Planner
A certified financial planner can help you make the most of your money by helping you create and stick to a financial roadmap. Here's how to find one.
6 Min. Read
What’s Included in a Comprehensive Retirement Plan?
A comprehensive retirement plan includes strategies for minimizing taxes, covering rising healthcare costs, and more.