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Financial Basics
Back to Basics: Saving Money
Back to Basics: Beginners Guide to Retirement
Back to Basics: What Every Child Under 10 Should Know About Personal Finance
Back to Financial Basics: Investing In Stocks
Retirement
by Teri Monroe
10 Grocery Store Behaviors That Reveal Overspending Habits in Retirement
Retirement is supposed to bring financial freedom—but for many, everyday habits quietly chip away at that security. On...
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by Teri Monroe
Why Late Life Roommates Are Becoming the New Retirement Strategy
For decades, retirement was synonymous with downsizing, solitude, or moving into age-restricted communities. But a new t...
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by Teri Monroe
The Free Home Safety Assessments That Prevent Costly Hospital Visits
For many older adults, the greatest health risks aren’t found in hospitals or clinics—they’re hiding in plain sigh...
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by Teri Monroe
Why Seniors Are Skipping Vacations to Cover Medical Inflation
For generations, retirement was seen as a time to travel—whether it was road trips across the country, cruises with fr...
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by Teri Monroe
How to Appeal a Medicare Decision Without Hiring an Attorney
Receiving a denial from Medicare can feel like a dead end—especially when the service or treatment in question is esse...
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by Teri Monroe
9 Ways Empty Nesters Are Turning Hobbies Into Reliable Income
Retirement doesn’t mean slowing down—it’s often the beginning of a more creative, fulfilling chapter. With the kid...
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by Teri Monroe
The Retirement Plan Option Financial Advisors Rarely Recommend
When most people sit down with a financial advisor to plan for retirement, they hear about 401(k)s, IRAs, annuities, and...
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by Teri Monroe
7 Family Conversations That Prevent Future Inheritance Battles
Inheritance disputes often begin long before a will is read. They’re rooted in years of unspoken expectations, unresol...
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by Teri Monroe
The Financial Downside of Caring for Elderly Parents Full Time
Caring for elderly parents full time is often framed as a noble and loving decision. Many adult children step into the r...
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by Teri Monroe
How to Protect Your Savings When Moving Into a Continuing Care Facility
Continuing care retirement communities (CCRCs) are designed to offer peace of mind. They provide a full spectrum of serv...
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