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A loved one's dementia will break your heart. Don't let it wreck your finances

NPR highlights issues associated with dementia and how lack of planning can negatively affect a person's finances. The Thinking Ahead Roadmap was mentioned as a useful guide with step-by-step instructions on how to protect y…

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Retirees and Seniors: It’s A Critical Time To Protect Your Finances

As people age, they become more vulnerable to financial losses due to fraud, exploitation by unethical relatives or friends, or simply making mistakes. If you’re in your 60s or older, you’re at an opportune age to create a plan t…

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Are you a financial advocate? Check out AARP’s complete workbook for caregivers.

Being a financial advocate is a big role. AARP created this free guide to help financial and health advocates get organized. It is filled with worksheets designed to capture the essential information you need to manage the comple…

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5 steps to protect your retirement assets and income

As you transition into retirement, it’s a good idea to adopt strategies that help protect you from significant financial losses in your later years due to mistakes, financial exploitation from unethical friends and relatives, and…

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