How to Store Your Financial Documents the Right Way

Learn some helpful tips on how to organize and safely store your important financial documents. It’s a good idea to sort things like tax records, bank statements, investment info, and insurance policies into clear categories. Also, learn about some smart storage options, like using a fireproof safe, a safety deposit box, or even secure digital storage, to keep your documents safe from theft, damage, or loss. Plus, how long should you hang onto certain records? And why is it important to regularly go through your files to get rid of anything that’s outdated or no longer needed?

Learn more about Estate Planning and Elder Law with Larae C. Schraeder, Schraeder Law, LLC

In these episodes, learn more about wills, trusts, estates, general durable power of attorney, health care power of attorney and living wills, probate, and so much more.

10 Tips for Being Happily 85 Years Old (Like Me)

Learn some practical and heartwarming advice from someone who has enjoyed life well into their 80s. This article shares tips like staying active, maintaining a positive mindset, connecting with others, eating well, and embracing new experiences. It’s a blend of wisdom and encouragement, inspiring readers to prioritize health, relationships, and happiness to make the most of later years. It’s like a friendly guide to aging joyfully!

What’s New In Today’s Senior Housing

We all know the difficulty in today’s senior housing market across the country. But Columbus and Central Ohio is in a particularly bad spot. 

No housing stock, and everyone wanting an alternative place to reside. And there are many facets to the housing picture. 

In this episode, we discuss multi-unit senior housing communities.  Our guest is Joel Wrobbel, Director of Marketing for Ohio Living Westminster-Thurber Community.

Planning for Health Care Costs in Retirement: A Comprehensive Guide

Retirement: It’s that time when you should be able to kick back, relax and finally enjoy the fruits of your hard work. But let’s be honest — one of the biggest worries retirees face is the rising cost of health care. Medical expenses aren’t slowing down, and if you’re not prepared, they can hit you like a ton of bricks.

Medicare Open Enrollment: Essential Updates and Cost-Saving Tips

Every fall, we are joined by Josh Kinzel from Seniority Benefit Group to break down what you need to know as you navigate your Medicare options. Even though we are not in the open enrollment window right now, Josh gives some practical advice for making the most of your Medicare plan. Well worth the listen.

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Copyright 2025 Carol Ventresca and Brett Johnson