Just because you’ve saved up for retirement doesn’t always mean you’ll have the funds necessary to get you through it. It’s hard to plan for everything that can come with retirement, especially higher
I’m Retired. Do I Need Life Insurance?
A lot of things change after you retire. It takes a lot of time to adjust to your extra free time, no longer needing to wake up at a certain time to be at the office. And one of those things that chan
How To Avoid Scammers and Keep Your Retirement Fund Safe
In today’s technology driven world, we’re all constantly faced with scammers and their new bags of tricks. It’s important to know what these scams look like and how to avoid them. This is especially i
Is There a Right Way to Retire?
We all do it: envision our retirements as a luxuriously relaxing period of travelling and crossing off our bucket list items. While this is the general goal for most of us, preparing for retirement co
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
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
Seniors and Poverty
According to a study by the Economic Policy Institute, almost half of American seniors are in financially unstable situations. This doesn’t mean they are living in poverty, but it means they are only
How Can You Insure Your Future?
Long ago, people realized that there is strength in numbers. For hundreds of years, we have been joining forces against all kinds of calamities — including financial troubles.
The concept of insurance