Blogs

5 Retiree Tips for Spring Cleaning Your Finances

Apr 27, 2017

The warmer weather may already have you taking out your broom and duster to spring clean your house. Shaking out those curtains, airing out your rugs, scrubbing those hard-to-reach places - they’re all rituals we come to embrace without even really thinking about them. But what about your finances? Surely your financial house could use […]

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The Best Personal Finance Podcasts for Retirees

Apr 20, 2017

If you aren’t on the podcast bandwagon yet, you are getting left behind. With financial podcasts, you can wash dishes or tend to a garden while learning how to do a better job of planning for the future - as well as the here and now. There are a whole lot of podcasts out there, […]

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Helping Terminally Ill Clients Plan for the Future

Apr 18, 2017

When one of your clients becomes terminally ill, you, as their financial advisor, find yourself with a great responsibility. While we all may certainly try our best to plan for every eventuality, there are few among us who truly understand what a terminal illness can mean for our family’s finances. In addition to immediate healthcare […]

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Training Millennial Advisors to Work with Baby Boomer Clients

Apr 13, 2017

Young financial advisors don’t always have it easy when it comes to working with clients. For one thing, they’re fairly new to the job. Just like any newcomer to an industry, they have a whole lot to learn. For another, building a strong client base as a financial advisor relies greatly on trust. Do your […]

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Long-Term Care Options for Seniors

Apr 11, 2017

It wasn’t too long ago that aging Americans who were sick, or who needed more than minimal assistance with the activities of daily life, had just two choices. They could either stay at home with a full- or close to full-time caregiver, or enter a nursing home facility. These facilities were often less than ideal. […]

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3 Life Settlement Myths That are Costing You and Your Clients Money

Apr 07, 2017

Life settlements can be powerful tools in the right circumstances. They can eliminate costly premiums, liquidate a previously inaccessible asset, help seniors cover long-term or medical care costs, and pad a retirement fund. Yet despite these potential benefits, many financial advisors are still wary of life settlements. That’s due, in large part, to myths and […]

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How 4 Innovations in Home Healthcare Are Letting More Seniors Age at Home

Apr 07, 2017

Technology is changing every facet of life almost too quickly to keep track. From apps that are helping financial advisors do their jobs better, to personal health and fitness trackers allowing us to see how well we’re sleeping, technology is helping us all do more today than we could yesterday. This is just as true […]

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The Worst Financial Advice Retirees Have Gotten

Mar 29, 2017

When it comes to financial advice, it seems that everyone has plenty to offer. Invest in these stocks, not those. Sell those shares now, not later. Use your savings to buy property, not stocks or bonds. And the list goes on. You’d think that once we reached the ripe old age that means we get […]

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Making the Most Out of Social Security

Mar 22, 2017

Last year, approximately 61 million Americans received $918 billion in Social Security benefits, with retired workers taking the majority — $55 billion. 9 out of 10 people age 65 and over received Social Security checks, with the funds representing about 35-40 percent of the seniors’ income. As for the 2017 forecast, a cost-of-living adjustment only […]

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5 Ways to Prepare for a Healthy, Happy Retirement

Mar 15, 2017

If you’ve always imagined your retirement as a carefree time full of travel, golf, or spending more time with family and friends, then it’s a good idea to take action now by making realistic, concrete goals and devising a plan on how to accomplish them. Keep in mind that it’s never too early to do […]

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