Senior Financial Abuse: How to Tell if It’s Happening, and What to Do About It

Dec 27, 2018

There are many ways for scammers to take advantage of everyday Americans, and for the most part, people are prepared to protect themselves against them. Most of us know not to wire funds to strangers or give our financial information out over the phone. We recognize how scammers work for the most part and take […]

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States Taking Steps to Implement Best Interest Regulations for Life Insurance Sales

Dec 16, 2018

The life insurance industry may soon be facing major changes to the way its agencies do business. Two states, Nevada and New York, have recently passed legislation that requires more people in the financial services industry to put their clients’ best interests ahead of what’s most profitable to them.

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How Common is Bankruptcy Among Your Senior Clients?

Dec 11, 2018

For some older Americans, the "golden years" of retirement aren't necessarily very happy times. In fact, the rate of seniors facing bankruptcy has surged five-fold since 1991, according to a new research study from the Consumer Bankruptcy Project. This spike exceeds the demographic shift for the aging population. The report analyzed data across states from […]

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About to Retire? Consider Downsizing

Dec 04, 2018

As a senior approaching retirement, you’ve probably been thinking about life away from work. You may envision a future filled with happy moments, spending more time with family and friends, or traveling or playing golf — and now is the time to develop a plan to help those dreams become reality.

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How to Talk Finances with Aging Parents

Nov 27, 2018

Chances are, you recall how your parents helped and guided you as you grew up. Remember the critical discussions about responsibility, honesty, and compassion? Now, later in life, those roles have reversed. Now you’re the one offering support and guidance to your aging parents, and at least one conversation will likely revolve around money.

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Different Types of Financial Professionals: Which Ones Do You Need?

Nov 20, 2018

One of the best ways to stay financially healthy throughout your senior years leading into retirement involves retirement planning. The planning process should include assembling a group of qualified professionals dedicated to you--people who understand your financial situation and your long-term goals. Here are some of the experts you may want to add to your […]

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How Much Money You Need to Retire - and Why

Nov 13, 2018

One of the most challenging aspects of retirement planning is figuring out the extent of the financial resources you’ll need in order to live comfortably in retirement. Many people draw up a plan based on life expectancy—estimating how many years they’ll live after they retire. Yet those calculations may be incorrect because people are living […]

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What Seniors Need to Know - Yet Don’t Know - About Finances

Nov 06, 2018

You’ve always set aside money to prepare for unexpected emergencies and have saved for your golden years. But will your nest egg last through retirement? According to a Retirement Income Literacy Survey conducted by the American College of Financial Services, the short answer is “no.”

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How to Know if You Still Need Life Insurance

Oct 30, 2018

Like a loyal friend, your life insurance policy has always been there for you and your family. You’ve paid the premiums consistently for that “just in case” protection to manage life’s unexpected events and expenses. Your kids are grown and successful and the house is paid off. Should you continue carrying life insurance?

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Steps You Can Take to Protect Your Estate from Taxes

Oct 23, 2018

Throughout your career, you’ve worked hard to save money and provide for your family. Setting aside earnings for life’s unexpected events, including illness, business or financial mishaps, disasters and more, has always been part of your financial plan. You recognize the importance of savings, and your persistence has allowed that nest egg to grow steadily […]

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