Creative Ways to Boost Your Clients’ Income

(3 Minute Read) As a financial advisor, your clients look to you for guidance and reassurance that they’re taking the right steps in their money management. But more so than others, your senior citizen clientele depend on you to help

Interesting Products Financial Advisors Can Share with their Clients

(3 Minute Read) Ensuring that all of your clients have educational resources at their disposal is a huge part of an advisor’s job. Of course, no matter the age of your clients, more financial knowledge is helpful to have. But,

Four Unexpected Drains on Retirement Savings

(3 Minute Read) The United States is facing a retirement crisis. Approximately 40% of American households have nothing saved for retirement, and 60% of those who do have savings are not on track to retire at their current standard of

Stress Free Holiday Traveling

(5 Minute Read) Traveling during the holidays for anyone is an absolute chore – the long lines and crowds in the airports and train stations can truly zap you of your seasonal cheer. And for senior Americans, these hectic scenes

5 Key Strategic Partnerships for Financial Advisors Serving Senior Clients

(4 Minute Read) In recent years, there has been increasing discussion surrounding the responsibility the financial industry has to protect the interests of senior investors. This comes in the wake of studies by groups like the Financial Industry Regulatory Authority

Holiday Air Travel Tips for Seniors

(5 Minute Read) It happens every time: the day of your flight arrives, and you can’t decide if you feel excited or exhausted. Traveling is always full of unexpected excitements, and of course, there’s whatever joy waits at your destination,

Top Diabetes-Friendly Thanksgiving Menu Items

(4 Minute Read) Thanksgiving is a time to spend with family, feast, and share in fellowship. But, for someone with diabetes, Thanksgiving can prove a difficult holiday to navigate. If you’re cooking for a senior loved one with diabetes, you’ll

Shopping Smart This Holiday Season: Tips for Seniors

(3 Minute Read) The holidays are an excellent time for getting together with family, feeling nostalgic, and sitting by the window with a warm cup of cocoa. But, without proper planning, the holidays can be expensive and even frustrating. When

Celebrating Holidays for Alzheimer’s Families

(4 Minute Read) The holidays are stressful enough as it is. Not only is the weather chilly, you have to get the presents ready, get the food ready, and get the house in ship shape for hosting your holiday guests.

The Case for Elder Care Specialists in Financial Advising

(3 Minute Read) It’s hard to decide on a single reason that we need more genuinely-committed elder care specialists in the financial planning industry. Is it simply based in numbers, because over 13% of the US population is aged 65