Articles by Katy:
The Great Wealth Transfer: 3 Things to Consider
A staggering $68 trillion is on the verge of being passed down from baby boomers to their children...
Creating Healthy Ties: Setting Boundaries as a Grandparent
According to a recent study, 58% of Americans have trouble saying “No” to other people. Setting and...
Best Senior Discount Savings in 2024
Who doesn't love good savings for seniors? With the new year upon us, we've compiled a quick-win guide...
Make Savings Soar in 2024
From high levels of inflation to historically high interest rates, the promise of a new year offers...
6 Tips to Reduce Grocery Bills
The grocery store is hitting wallets hard this year. According to our recent poll[1], 68% of consumers...
7 Saving Strategies for a Secure Retirement
The greatest surge of Americans turning 65 is less than a year away, and retirement planning is a core...
12 Tips to Cope with Heatwaves
This summer’s scorching temperatures are making quite the headlines as more than 150 million people...
4 Ways to Prepare for a Seamless Retirement
With rising inflation and recession concerns, a recent pandemic, and widespread workplace adjustments,...
How to Create a Monthly Budget That Works
The monthly budget can get a bad rap. Detailed limits on where you can spend your hard-earned money? No,...
How to Avoid Surprise Medical Expenses in Four Simple Steps
One measly unforeseen medical event can easily derail your financial progress if you are not careful....
