We all have a dream retirement spot: somewhere dry and arid, or sunny Florida, or floating on a boat near a Caribbean island. Wherever you dream of retiring, the important thing is that you’re beginni
Common Scams Targeting Seniors
You can’t always protect your loved ones from unpleasant experiences, but you can reduce the likelihood that they will become victims of a scam. Remember, if an offer seems to good to be true, it prob
What Makes Certified Senior Advisors Exceptional? The CSA Difference
The CSA Difference is the manner in which a professional who is a specialist in aging executes services or develops products for the benefit of older adults and their families.
Using the CSA differenc
How to Retire as a Small Business Owner
A recent survey shows that more than half of small business owners don’t have a retirement plan in place, and more than one-quarter don’t believe they will be able to retire comfortably. These numbers
Warning Signs of Fraud: Helping Seniors with Finances
The stress, shame and fear associated with being scammed can have horrible effects on your senior loved one’s health. As a part of a YouTube series that explores basic handling of senior citizens fina
Home Care Costs and Retirement
Health care costs are rising across the board, but nursing home bills are without a doubt skyrocketing the fastest. Their expense has grown at twice the rate of US inflation for the last five years. T
4 Things Any Financial Advisor Can Learn From Their Grandparents
There’s a lot we can learn from our grandparents, and as a financial advisor working with seniors and soon-to-be retirees, it’s useful to channel all those lessons you remember about your grandparents
What Is Whole Life Insurance?
Most people are familiar with whole life insurance. For many years, whole life policies were the predominant type of life insurance sold in America.
When you purchase a whole life policy, you traditio
6 Common Myths about Reverse Mortgages
There’s certainly no shortage of myths in our world. Despite tremendous advances in medicine and technology, myths still persist in today’s world. Today, we all understand that the Earth is round, but
Can You Enjoy Retirement on a Fixed Income?
Remember what it was like to be on an allowance as a child? A couple of dollars a month, if you were lucky. How did you ever stretch that to do the things you wanted to do?
Retirement isn’t so differe