How to Use SimplyWise

SimplyWise app

Are you tired of drowning in a sea of paper receipts and struggling to keep track of your expenses? SimplyWise is the #1 document scanning app here to solve your cluttering and expense management woes. In this article, we walk through how SimplyWise works and show you how it can revolutionize the way you manage […]

How to bank with bad credit in retirement

Banking is an essential part of everyday modern life. Transactions happen behind the scenes at pivotal moments in our lives:  Buying a vacation condo and need a loan? You’ll need a bank for that. Paying off your credit card (including that expensive steak dinner)? You’ll need a bank for that. Applying to live in an assisted living […]

Should I Laminate My COVID-19 Vaccine Card?

Vaccination Record Card

Lamination can be used to protect documents from rips and spills. It can help preserve information for future generations. It enhances the look of the card, keeps it protected from the elements, and makes it easier to handle. With all that in mind, it might seem like the best choice to laminate your COVID-19 vaccination […]

Social Security Widows Benefits Checklist

how to apply for Social Security benefits

Social Security can be confusing, particularly when you have lost a loved one, and intend to claim benefits for widows based on their working record. Whether they passed recently, or years ago, you don’t have to navigate your finances and benefits alone. Our widow financial checklist provides a guide to walk you through what you […]

If My Spouse Dies, Do I Get His Social Security and Mine?

widow benefits

Social Security is already confusing. Navigating Social Security widows benefits after the death of a loved one can feel even more complicated. But you don’t have to navigate your finances and benefits alone. We break down everything you need to know about survivors benefits. Understanding how the Social Security Administration distributes benefits to families after the loss of […]

Easy Savings Strategies You Might be Missing Out On

savings strategies

Saving money effectively can be a difficult task, especially when it comes to major long-term goals such as buying a house or preparing for retirement. While many people view retirement savings as important, there are many who struggle to get their savings on track towards a livable retirement. In fact, nearly a quarter of people over 60 […]

Breaking Down Social Security Retirement Benefits by Age

social security age

“When can I retire?” “When can I take Social Security?” Obviously, people want the option to retire as soon as they like—the earliest age generally being 62. But the decision to take Social Security retirement benefits can be complicated by your health, your marital status and your spouse’s Social Security plan. One of the key factors is the year […]

Retirement Confidence Index

January 2021 The pandemic has altered the lives of every American. Despite buoyant markets, millions of Americans faced unprecedented financial hardship caused by COVID-19. It has upended what work, income, and employment opportunities look like, as well as retirement. It has eaten into savings, forced people into debt, and created unprecedented levels of housing instability. […]

Retirement Confidence Index

November 2020 With a politically polarized nation and COVID-19 cases surging around the country, uncertainty has become the new normal in America. While jobless claims have recently dipped slightly, the unemployment rate and 11 million jobless workers reported in October are both approximately twice pre-COVID levels. A majority of citizens remain paycheck to paycheck, unable […]