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Author Archives: Robyn

Three Ways to Streamline Your Bill Paying

Welcome to the New Year, a time for fresh starts. For many people, keeping track of bills and paying them on time can be a hassle. Here are three daily money management techniques you can use to make a fresh start and streamline your bill paying. 1. Create and use a financial calendar A financial […]

New VA Rules for A&A

The Veterans Administration recently updated its rules for veterans to qualify for needs based pension benefits. My November blog post, “Know the Rules When Applying for VA Pension Benefits” included information which is now outdated. This post discussed Aid & Attendance and Housebound Benefits, supplemental benefits available to low income veterans and their survivors under […]

How to Choose a Credit Card

There are many credit card offers available to us.  They come in the mail, reach out to us in advertising, and are on display at airport and store counters. We know people who have found the best credit card ever and think we should have it too. If you come across a credit card offer […]

Know the Rules When Applying for VA Pension Benefits

The Veterans Administration provides many benefits for our veterans. While many of us are familiar with health care benefits, the VA also provides home loan guaranties, education assistance, and employment assistance programs, to name a few. One important benefit for low income veterans and their survivors is the pension program. The Veterans Administration (VA) pension […]

Estate Planning: Not a Game of Hide and Seek

This week’s blog is a guest blog from Attorney Jennifer Luitjens of Jarrett & Luitjens Estate & Elder Law. Games are usually a lot of fun, but you don’t really want to play hide and seek with your estate planning documents.  After you have signed and implemented your plan, you may want privacy, but you […]

Plan Now for the Holidays

It’s time to plan for the holidays. “Wait a minute,” you might think. ”School just started and Halloween hasn’t yet arrived! Why should I think about the holidays now?” Without planning, the holidays, which I will define as the period of time from Thanksgiving through New Year’s, can put financial strain on families. When unprepared […]

New Law Allows You to Freeze Your Credit for Free

In response to the massive data breech last year at Equifax, a new federal law will allow you to place a freeze on your credit file at no cost. Currently, you must pay a fee to do so. The law takes effect September 21, 2018. Equifax, Experian and Transunion are the three major credit reporting […]

Five Ways to Help Your Parents Keep Their Financial House in Order

Many times, our parents don’t need (or want!) someone to completely take over their checkbook. Sometimes all they need is a little help. If they are willing to share information with you, here are five ways you can provide assistance while helping your senior maintain independence. 1. Review the incoming mail with your parents. Many […]