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Offering assistance with personal finances and record keeping to older adults, families, and professionals.

Make the Most of Your Money As You Age 04/05/2022

Make the Most of Your Money As You Age As we live longer, our savings need to last longer, too. Get tips for money management, avoiding scams, reducing debt, and continuing work to help make the most of your money as you age.

4 dangerous retirement money myths you can't afford to buy into 11/10/2021

4 dangerous retirement money myths you can't afford to buy into If your goal is to retire with confidence, you can't afford to fall victim to misinformation. Steer clear of these four myths.

12 Phone Call Scams—And How to Avoid Them 10/12/2021

Share this info with friends and family - the scammers never give up !

12 Phone Call Scams—And How to Avoid Them With believable caller ID and other sneaky tricks, scammers can steal your money and information over the phone. Learn top phone scams to look out for.

Memorial Day 05/31/2021

Memorial Day Originally known as Decoration Day, Memorial Day started in the years following the Civil War and became an official federal holiday in 1971 to honor those who served and died in wars.

10 Myths and Misconceptions About Social Security 05/22/2021

Lots of misunderstandings about Social Security - here are some helpful facts and clarifications.

10 Myths and Misconceptions About Social Security Social Security plays a vital role in the financial health of older Americans, so we checked the accuracy of 10 common myths about the program.

05/21/2021

They never end !!

Women’s Financial Insecurity 04/12/2021

Feeling uneasy about money as you age? You're not alone!

Women’s Financial Insecurity The Certified Senior Advisors blog addresses the critical issues facing older adults and the professionals who work with them.

Retirement battle royale: 401(k) vs. IRA vs. Roth 03/09/2021

The differences between these retirement accounts can be confusing. Here is some helpful info to consider when determining the best strategy to meet your goals.

Retirement battle royale: 401(k) vs. IRA vs. Roth Which of these three retirement accounts will win out and earn your investment dollars?

Americans lost $201 million in online romance scams last year. Here's how to avoid the con artists 02/21/2021

Pre-Covid, I gave presentations regarding scams to older adult audiences in Maine. At that point, the reported amount lost to romance scammers the previous year was $143 million. Key word - REPORTED. It is heartbreaking that this number increased to $201 million last year. Adults of all ages are more isolated and lonely than ever - and more vulnerable to all types of scams. Please make sure your loved ones are informed, and watch for signs that they are being targeted.

Americans lost $201 million in online romance scams last year. Here's how to avoid the con artists Online romance scams are growing at a dizzying pace, raking in millions of dollars from unsuspecting victims across the United States.

Social Security income isn't enough: Here are 3 strategies to maximize what you get 02/18/2021

Thinking of retiring soon, or not-so-soon? Here are some tips on maximizing your benefit, depending on your situation.

Social Security income isn't enough: Here are 3 strategies to maximize what you get Here are some steps to take to strengthen your future financial security.

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