Teri Monroe

Posts by: Teri Monroe

How Is Artificial Intelligence Changing Retirement Planning—and Who’s Losing? Artificial intelligence is transforming industries across the globe, and retirement planning is no exception. Financial ... read the story

6 Travel Policies That Quietly Exclude Seniors Without Saying So Travel should be a joy, but for many seniors, hidden policies can make planning a trip more stressful than relaxing. Air... read the story

Are You Paying Taxes on Retirement Income That Should Be Exempt? Many retirees assume they understand how taxes work on their retirement income, but surprises are more common than you m... read the story

10 Things You Should Never Include in Your Living Will A living will is one of the most important documents you’ll ever create, guiding your loved ones and medical team when... read the story

Do You Really Need Life Insurance After 65—or Is It Just a Sales Pitch? Life insurance is often sold as a financial safety net, but once you reach retirement age, the question becomes more com... read the story

5 State Laws That Are Making Retirement Far More Expensive Than Expected Retirement is supposed to be the time when you finally relax after decades of hard work. Yet for many Americans, the rea... read the story

7 Ways Scammers Are Now Pretending to Be Medicare Agents Medicare is designed to give seniors peace of mind—not put them at risk. But scammers are now using clever tricks to i... read the story

What’s the Penalty If You Miss the New Social Security Cut-Off Date? Missing a Social Security deadline can feel like a mistake with bigger consequences than you realize. Whether it’s... read the story

10 Things You’re Doing Online That Could Jeopardize Your Retirement Accounts Your retirement accounts represent years of hard work, savings, and planning. But in today’s digital age, the very too... read the story

Why Are Some Pharmacies No Longer Honoring Medicare Discount Cards? For many seniors, Medicare discount cards have been a financial lifeline, helping cover the cost of prescriptions that o... read the story