The Key to a Happy Retirement

(2 Minute Read) A happy retirement is something we all define differently, yet all dream about. As this time approaches, it’s important that you understand what strategies lead to a satisfying retirement and how you can better plan and prepare

5 Social Security Myths That Seniors Are Falling For

(3 Minute Read) Social Security is a sensitive topic for people of all ages, but especially for the 65 million Americans who today claim its benefits after paying taxes into the fund throughout their careers. There are a lot of

Four Common Retirement Mistakes Costing Seniors Thousands of Dollars Every Year

(4 Minute Read) As an advisor, you’re faced with the financial integrity of your clients and making sure they’re making educated decisions for their futures. If you have many clients heading toward, or are already in, retirement, it’s vital that

5 Unexpected Retirement Surprises that Every Senior Should Know About

(4 Minute Read) Planning for retirement isn’t easy. Simply put, envisioning the future and what it has in store for us is hard. It’s important to remember that life isn’t predictable—there may be a few challenges that arise down the

Three Real Ways Seniors Used Life Settlements

(3 Minute Read) For any senior in or entering retirement, it’s important that they are aware of all of their financial options, from investments, to retirement withdrawal strategies, and even all existing assets that they might still hold. While some

Financial Tips for Seniors

(4 Minute Read) Finances aren’t something we’re all comfortable dealing with, especially if we aren’t fully taking advantage of all the options and opportunities available to us. Even if you’ve saved an adequate retirement fund, it’s important that you make

47% of Business Owners Don’t Have a Retirement Plan

(3 Minute Read) Retirement preparedness is becoming increasingly important as we see a high number of individuals approaching retirement age without adequate savings to cover them through the next decades. This is especially the case for some 47% of business

Are Your Clients Prepared to Live to 115?

(3 Minute Read) New studies from the CDC show that we’re living past our life expectancies. While modern medicine has enabled us to extend our natural lives, not every senior retirement plan is prepared to finance the extra years. As

Are You Making These 3 Social Security Mistakes

(3 Minute Read) Social Security is an invaluable, but complicated, part of most seniors’ retirement planning. When it comes to claiming your Social Security, here are three more mistakes that are crucial to avoid.

Waiting to 62 to Retire: Is It Worth the Added Pension Benefits?

(2 Minute Read) In a 2015 report published by Merill Lynch, 55% of retirees had retired earlier than they originally expected. With the majority of retirees choosing to retire early, we wonder whether they fully understand the financial benefits they