Financial Advice

Blog Category - Financial Advice

A smiling elderly couple sits on a sofa, engaged in a warm conversation with a younger woman who is sitting across from them, possibly a caregiver or advisor. The setting appears to be a cozy, home-like environment.

How Rising Interest Rates Affect Your Retirement Money

By Barb / June 16, 2025

You’ve probably noticed it at the bank. That CD rate that was practically zero for years? It’s finally offering something decent. Your savings account might even be paying a little…

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Elderly couple sitting together indoors, smiling and looking at a photo album. The man, wearing glasses and a blue checkered shirt, points at a picture while the woman, in a white top, looks on warmly. Bookshelves and a large window with a garden view are in the background.

Your Retirement Plan Needs a Reality Check Before July

By Barb / June 9, 2025

You checked your 401(k) balance in January and felt pretty good. But now it’s almost July — and things feel different. Maybe that spring trip to visit the grandkids ran…

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Serious older man in dress shirt and tie holding up his hand in a stop gesture.

Stop Overpaying in Retirement

By Barb / June 2, 2025

You’ve Spent a Lifetime Earning—Now Use Senior Discounts to Keep More Retirement should be the time when your money works for you—not the other way around. But many retirees still…

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Shocked elderly couple looking at a laptop screen, expressing concern and confusion, sitting at home with natural light coming through a window.

3 Mistakes Retirees Make with Social Security and How to Avoid Them

By Barb / May 19, 2025

“Will my money last as long as I do?” It’s the question that keeps many retirees up at night. And when it comes to stretching your retirement dollars, few decisions…

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Smiling woman holding a happy young boy in her arms while standing in a golden wheat field during sunset.

You’ve Spent Your Life Taking Care of Others—Now It’s Time to Take Care of You

By Barb / May 9, 2025

For decades, you’ve put everyone else first. You were the one who stayed up with sick kids, who managed the house while balancing work, who cared for aging parents without…

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Elderly couple smiling and embracing under a black umbrella on a sunny day, standing in front of a warm-toned building with greenery on the balcony.

Keep Your Retirement Strong in 2025 Despite Inflation

By Barb / May 5, 2025

You didn’t retire to pinch pennies. But here we are in 2025—groceries cost more, travel is pricier, and even a trip to the pharmacy can feel like it comes with…

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Senior couple sitting at a table using a laptop together, reviewing documents or finances at home. They appear focused and content, with natural daylight coming through the windows in a modern kitchen setting.

Tax Day is Here Last-Minute Tips for Retirees to File with Confidence

By Barb / April 7, 2025

Don’t Let Tax Day Catch You Off Guard Tax Day is here, and if you’re still sorting through forms, wondering if you missed something, you’re not alone. Taxes in retirement…

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Medicare Mistakes That Are Costing Retirees Thousands

Medicare Mistakes That Are Costing Retirees Thousands

By Barb / March 31, 2025

Are You Overpaying Without Even Realizing It? Are you paying hundreds more than necessary for Medicare each month? Many retirees in Colorado Springs are—often without realizing it. That’s thousands of…

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A young female nurse in scrubs and a name badge gently supports and smiles at an elderly woman with curly gray hair, who is wearing a button-up shirt and cardigan. They are indoors, sharing a warm and caring moment.

Long-Term Care Is Expensive. Are You Ready for It?

By Barb / March 24, 2025

Why You Can’t Afford to Ignore Long-Term Care Planning Most people don’t think about long-term care—until it’s too late. Maybe you’ve seen it happen to a friend or family member:…

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An elderly couple with light skin, sitting together in a bright living room, holding a pink piggy bank. They both have excited and surprised expressions as they look at the piggy bank, symbolizing savings or financial planning. The woman has short white hair and is wearing a light yellow shirt, while the man has gray hair and is wearing a plaid button-up shirt.

5 Hidden Retirement Costs That Can Drain Your Savings—And How to Avoid Them

By Barb / March 10, 2025

You’ve worked hard, saved diligently, and finally stepped into retirement. But what if your budget isn’t as secure as you thought? It’s not the big vacations or luxury splurges that…

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