Blogs James Irwin, CSA Certified Senior Advisor® Society of Certified Senior AdvisorsThe Latest in AgeTech: 2026 March 12, 2026 We round up the most compelling new AgeTech startups featured at this year's major technology conference.Each year, AARP hosts an AgeTech Collaborative event at CES, the major technology conference produced by the Consumer Technology Association (CTA). This January, this enormous event convened over 148,000 attendees in Las Vegas. One of the attractions of AARP’s Collaborative […] Tara SchumannFinancial Planning for Seniors: Smart Strategies to Protect, Preserve, and Pass on Your Wealth March 11, 2026 March is the perfect time for a financial reset. Here are eight steps toward improving your financial peace of mind this spring.March is a season of renewal. As winter fades and spring approaches, CSAs have a unique opportunity to support senior clients to review their financial landscape, refresh their plans, and take meaningful steps toward […] Tara SchumannSpring Cleaning: The Beauty of Empty Space March 10, 2026 Whether you're downsizing or just want to make more room for living, a real spring clean-out could be just what you and your home need. The idea of deep clean–windows thrown open, all dust busted–feels enticing this time of year. But where to even begin? For empty nesters and others considering downsizing, or right-sizing, to a […] Tara SchumannFive Tips for Safe Drug Disposal March 10, 2026 Wait! Don't just toss that unwanted medication. Instead, use one of these tips to keep people and the planet safe. In general, doctors prescribe an exact amount of medication because the patient should take all of it. But patients and doctors might decide to cut short a course of medication for a number of reasons: unmanageable […] Tara SchumannAmerica250: Time to Celebrate! March 3, 2026 Fireworks are just the beginning. The United States celebrates a major birthday this year with events for every American.Boomers may remember where they were during the U.S. Bicentennial observances held in the summer of 1976. Cities across the nation hosted huge fireworks displays. An international fleet of tall ships set sail on July 4 […] Tara SchumannFamous and 65 March 2, 2026 Look who's turning 65 this monthFind out which celebrities are turning 65 this month!March 4This American lightweight boxer rose to fame in the early 1980s with an aggressive, crowd-pleasing style and a blue-collar image that earned him the nickname “Boom Boom.” When he captured the WBA lightweight title in 1982, he became a national sports […] Tara SchumannHonoring the Wisdom of Black Elders Through Financial Literacy February 5, 2026 A commentary on Aging While Black by Raymond JetsonDuring Black History Month, we celebrate the profound contributions of Black elders—individuals who, as author Raymond Jetson reminds us, are “too often seen only through the lens of vulnerability, when in truth they are pillars of ingenuity and wisdom.” His insightful work with the Aging While […] Tara SchumannApplying the Montessori Method to Dementia Care February 5, 2026 The person-centered approach to dementia care prioritizes independence and choice.A music therapist by training, Leslie Sedille started her career as an activities director at a senior living community. There she found her calling serving seniors and their families. But when she became director of memory care at another company, she struggled to witness how […] Tara SchumannFive Tips for Traveling with Pets February 4, 2026 Lots of seniors are bringing their best friends along on vacation. Plan ahead for a fun, safe, and comfortable trip for everyone. More than half of Americans over age 50 own pets, and over half of those pet owners choose to take their pets along with them when they travel, according to a Healthy Aging poll. […] Society of Certified Senior AdvisorsSimple Tax Strategies to Keep More of Your Money February 4, 2026 Review this checklist every February to ensure you are taking full advantage of tax-saving opportunities.Use this simple one-page guide to reduce your tax burden and keep more of your money. These strategies are easy to understand and implement for seniors, families, and small business owners. 1. Max Out Tax-Deductible ContributionsContributing the maximum allowed to retirement accounts […] Society of Certified Senior Advisors
James Irwin, CSA
James Irwin, CSA