Welcome to the May edition of the newsletter for CRTS™ certificants!
7 Financial Planning Tips for Seniors
Retirement marks an important life transition—and a big financial milestone. As a result, seniors have unique financial planning needs. The goal is to maximize your savings so you can live well today and leave a legacy that's aligned with your values. In that spirit, here are seven helpful financial planning tips for seniors.
Downsizing a Home: A Checklist for Caregivers
Moving is a high-stress life event, the experts tell us, and they’re right. Whether it’s cross-town or cross-country, whether to a small apartment or a large suburban home, tackling the organizing, packing, discarding, cleaning, paperwork and the myriad other tasks is a major challenge.
When you’re older and moving from the family home to a new smaller residence, possibly in a new community or your adult child’s home, sorting through decades of family history and possessions can feel overwhelming—even paralyzing.
6 Tips to Protect Your Credit Score While Living Abroad
Countries typically have their own credit scoring systems, so your U.S. credit scores won't help you while you're abroad—but protecting your credit is still important. If you plan to live in the U.S. again, having solid credit scores will make for a much smoother return. You'll have an easier time renting or buying a home, setting up utilities, qualifying for loans and credit lines, and possibly even landing a job.