FINANCE
There is no substitute for a great financial advisor when it comes to making decisions about your money, particularly for older adults who are planning for retirement and other necessities in later life. Below are a number of resources and programs exploring options in financial services.
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The Smarter Service
Personal tech concierge to empower older adults to navigate the digital world with confidence. Services include health and wellness, travel, finance, and more.
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BLOG - Keeping a Mortgage After 65
An interesting article from the New York Times on evolving financial strategies for older adults. Paying off a mortgage to reduce expenses in later life was always considered a sound fiduciary move. However, it may no longer make sense to do so.
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The Retirement Group
Founded to assist clients in every aspect of their financial lives, creating financial stability, security, and independence.
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CFPB - Tools for Financial Security
Tools and resources from the Consumer Financial Protection Bureau resources to help older adults and their caregivers navigate important decisions that can affect later-life financial security.
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BLOG - BlackRock CEO Larry Fink: "It's Time to Rethink Retirement"
The co-founder, chairman, and chief executive officer of investment management giant BlackRock, Inc., recently published his annual letter to investors. As well as reviewing the firm’s performance, Fink’s letters examine meaningful external issues that at least partially inform BlackRock’s corporate strategy. This year was no exception.
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Elder Life Financial
Resources and financing solutions for older adults and their loved one.
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Wellabe - How to Find a Financial Advisor
Useful article exploring factors to consider when selecting a financial advisor.
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Paying for Senior Care
An organization dedicated to providing simple and easy-to-access information about financial resources for seniors and their loved ones.
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NCOA.org - Money Management
Tips, tools, and how-to guides for budgeting, avoiding scams and fraud, and finding ways to reduce debt and make money go further.