Blogs James Irwin, CSA Certified Senior Advisor® Society of Certified Senior AdvisorsHonoring 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 AdvisorsDon't Let Subscription Fatigue Get You Down February 2, 2026 With so many ways to subscribe, seniors need systems for tracking recurring charges. Feeling the subscription fatigue? These days, we can subscribe to everything from shaving cream to meal boxes, online magazines to smoothie mixes, credit cards to budgeting apps. Understandably, many people are tired of keeping track of what they’ve subscribed to…and exhausted from seeing […] Tara SchumannFamous & 65 February 2, 2026 Look who's turning 65 this monthFind out which celebrities are turning 65 this month!February 2This longtime sports broadcaster has become the unmistakable voice of New York Yankees baseball for generations of fans. Beginning his career as a newspaper reporter before moving into radio, he joined the Yankees’ broadcast booth in the early 1990s and went […] Society of Certified Senior AdvisorsMonthly Internet Bills Are Hard to Read. Broadband Facts Could Help. January 8, 2026 Feeling like you need a PhD in cryptology to understand your internet bill? You're not alone. In the past couple of years, you might have seen a portion of your Internet bill that looks surprisingly like a Nutrition Facts label on a box of cereal. These Broadband Facts are a new initiative of the Federal […] Tara SchumannIt's All in the Timing: Buying and Using Long-Term Care Insurance January 8, 2026 What's the best age to buy a long-term care policy? And how do you know when it's time to start using it? A person turning 65 these days has a 70% chance of needing long-term care (LTC) in their lifetime. Commercials during open enrollment may lead viewers to think that Medicare will cover that long-term […] Tara Schumann10 Surprising (and Free) Services Libraries Offer January 8, 2026 Across the country, public libraries are continuously reinventing themselves to meet patrons' needs. How long has it been since you slapped your library card on top of a pile of books and DVDs at the library counter? In this era of ebooks and online research, many people don’t visit the library as often as they […] Tara SchumannFive Wishes: An Accessible Advance Directive January 7, 2026 You don't need a lawyer to create a legally-binding advance directive. And CSAs can make this resource a meaningful value-add for their business. It may be mid-January already, but it’s not too late to make a New Year’s resolution. As Senior Spirit reported this past summer, most Americans have not named a health care proxy–that […] Tara Schumann
James Irwin, CSA
James Irwin, CSA