Scams are everywhere. And while adults age 60 and older are frequently targeted, you may be surprised to learn that they are not the age group most likely to experience scams. Still, when older adults are affected, the financial impact is often significantly higher – making awareness especially important.
Continue readingTag Archives: personal planning
Why Most Goals Fail – Move from Intention to Execution
At the start of every new year, many of us set goals or make resolutions. But a few weeks in, reality tends to set in. So we are now mid-February…How are those goals going?
Most people make solid progress at first, until work, family, and everyday life start competing for attention. For many, motivation fades by early February. If that’s happened to you, you’re not alone. Historically, fewer than 10% of people fully follow through on New Year’s resolutions.
The good news is that you don’t need a new year, a Monday, or a milestone birthday to make a change. Progress can start any day!
Continue readingSupporting a Loved One: Tips for Family Caregivers
Did you know there are more than 42 million unpaid caregivers in the U.S.? That’s 42 million people stepping up to care for aging parents, spouses, or other loved ones—often while juggling work, family, and their own lives. If you find yourself stepping into this role, here are some practical tips to help you navigate the responsibilities:
Continue readingWrapping Up the “Click Here” Blog Series
We’ve spent the last several posts diving into a topic many of us avoid — end-of-life planning. The truth is, planning ahead isn’t about death, it’s about making life easier for the people we love.
Continue reading


