Posts by: Teri Monroe

by Teri Monroe

Crypto and the New Structure Bill: What Investors Need to Know On November 10, the Senate Agriculture Committee unveiled a long-awaited draft of the Crypto Asset Market Clarity Act—... read the story

by Teri Monroe

10 Retirement Myths Keeping Older Americans From Financial Freedom Retirement should be a time of freedom, not fear. Yet many older Americans enter this phase of life with outdated belief... read the story

by Teri Monroe

4 Ways Seniors Are Missing Out on Housing Tax Relief — And How to Fix It For many seniors, housing is their largest monthly expense—even after the mortgage is paid off. Property taxes, mainte... read the story

by Teri Monroe

7 Ways Caretakers Can Track Expenses for Easier Tax Deductions Whether you’re a family member caring for an aging parent or a hired professional supporting a senior, caregiving ... read the story

by Teri Monroe

6 Unexpected Benefits of Joining a Local Senior Center for Networking Senior centers have long been associated with leisure activities like card games, crafts, and community lunches. But tod... read the story

by Teri Monroe

9 Reasons Some Couples Are Signing Postnuptial Agreements After Retirement Retirement is often seen as a time to relax, travel, and enjoy the fruits of decades of hard work. But for many couples,... read the story

by Teri Monroe

Can You Use Free Meal Services Without Losing Other Benefits? Free meal services are a lifeline for older adults—especially those living on fixed incomes. From Meals on Wheels to c... read the story

by Teri Monroe

Why Scammers Are Targeting Family Members Instead of Seniors Themselves For years, scammers have focused directly on seniors—posing as Medicare agents, tech support, or long-lost relatives. ... read the story

by Teri Monroe

7 Medical Tests Older Adults Don’t Need But Still Pay For As we age, it’s natural to want reassurance about our health. But for many older adults, that desire leads to a flood ... read the story

by Teri Monroe

The Elder Law Loophole That Can Cost You Half Your Estate Many retirees believe their estate plans are airtight—wills are signed, trusts are funded, and beneficiaries are named... read the story