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Personal Finance

by Teri Monroe
What Seniors Should Reevaluate Before Mid-Year Costs Set In We are approaching the halfway mark of 2026. For many retirees, January’s budget was set with optimism, but by Jun... read the story
by Teri Monroe
4 Tax Filing Errors That Are Triggering Extra Reviews This Year In the past, filing taxes was a predictable ritual: mail in the return or e-file it, and wait 21 days for the refund. In... read the story
by Teri Monroe
7 Financial Requests From Adult Children That Derail Retirement Budgets Retirement is supposed to be the time when you focus on your own financial security. But in 2026, the “Bank of Mom... read the story
by Teri Monroe
7 Tax Thresholds That Hit Seniors Harder After Age 62 When you are younger, the main goal of tax planning is simply to lower your taxable income. After age 62, the game chang... read the story
by Teri Monroe
5 Tax Filing Triggers That Are Slowing Refunds for Seniors This Year For decades, filing taxes was a predictable ritual: mail in the return or e-file it, and wait 21 days for the check to a... read the story
by Teri Monroe
The “Fake” $2,000 IRS Payment: Why Viral Social Media Claims of a “February Stimulus” Are Misleading Seniors If you scroll through Facebook or watch YouTube finance channels, you have almost certainly seen the headline: “Ne... read the story
by Teri Monroe
7 Ways Bank Accounts Are Being Frozen for Seniors in 2026 Imagine standing at the pharmacy counter to pick up a prescription, only to have your debit card declined. You check you... read the story
by Catherine Reed
5 Financial Favors That Are Hard to Undo Saying yes to help someone out can feel like the right thing, especially when it’s “just this once,” and they prom... read the story
by Teri Monroe
7 Surprising Ways Inflation Is Still Rising Even as Prices Slow This Year If you look at the headlines in early 2026, the economic news seems to be celebrating a victory. The headline inflation ... read the story
by Teri Monroe
7 Retirement Account Mistakes That Create Tax Headaches Retirement accounts are supposed to be the safe harbor of your financial life—places where your money grows protected ... read the story
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