senior financial planning – Utah Senior Planning

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June 9, 2026

The Three Biggest Ways Seniors Lose Money: Taxes, Scams, and Health Care Costs

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Many seniors spend years building their savings, only to see a significant portion lost to taxes, scams, and rising healthcare costs. Understanding these common financial threats is the first step toward protecting your retirement

happy senior woman enjoying shopping with financial freedom in retirement

March 12, 2026

Guide to Senior Discounts and How to Find Them

Senior Tips No Comment 98 Views

Saving money is an important part of maintaining financial stability in retirement, and senior discounts can make a meaningful difference. From restaurants and retail stores to travel and healthcare services, there are many opportunities

senior man looking confused about planning and Medicaid options

December 11, 2023

Can I Transfer My Assets To My Kids And Still Get On Medicaid?

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Can I Transfer My Assets To My Kids And Still Get On Medicaid? Getting on Medicaid can be a great resource for individuals with limited income and assets who need help paying for their

The Three Biggest Ways Seniors Lose Money: Taxes, Scams, and Health Care Costs

Guide to Senior Discounts and How to Find Them

Can I Transfer My Assets To My Kids And Still Get On Medicaid?

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