elder financial planning Archives

husband and wife holding hands sitting on a bench

October 3, 2026

Inherited IRA Rules: What Beneficiaries Need to Know

Inheriting an IRA can come with more decisions than you might expect. When do you need to take distributions? Does

June 6, 2026

Financial Steps to Take After the Loss of a Spouse

Losing a spouse is one of life's most difficult experiences. Alongside the emotional weight of grief, surviving spouses are often faced with legal, financial, and administrative responsibilities that can feel overwhelming.

January 6, 2026

Financial Caregiving for Aging Parents

Financial caregiving focuses on helping manage money and financial responsibilities, especially as circumstances change over time. Planning for this type of support before it’s urgently needed can help protect independence, reduce stress, and lower the risk of financial mistakes or exploitation.