What Boomers with Aging Parents Need to Know

(2 Minute Read) As Baby Boomers start to retire, there are probably a lot of things on their minds: where they might move, a few nice vacations, new ways to fill their time. But one of the things that many

How Much is Enough? Why Saving for Retirement is So Hard

(2 Minute Read) How much is enough when saving for retirement? Saving for retirement is a lot harder than most seniors think—it’s more than relying on Social Security and an annuity or pension. Making a judgement of what your retirement

No Social Security COLA? How Can Seniors Still Get By?

(2 Minute Read) It was recently announced that there will be no cost of living adjustment made to Social Security Benefits in 2016—and many are foretelling that 2017 will also be a slim year for seniors. What steps can you

Why Changes in Medicare Mean Trouble for Boomers

(2 Minute Read) The United States is in the middle of a major shift in the way we provide and pay for medical services. When a doctor wants to bill an insurance company for a treatment they provided you, they

How To Avoid Scammers and Keep Your Retirement Fund Safe

(2 Minute Read) 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 important for seniors,

Home Care Costs and Retirement

(3 Minute Read) 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. To avoid

How Will Rising Healthcare Costs Affect My Retirement?

(2 Minute Read) The rising cost of healthcare, coupled with an ever-increasing\ human life expectancy, has many retirees and their caregivers concerned about healthcare costs during retirement. How much can you rely on Medicare, what are the costs of a

How To Retire as a Small Business Owner

(2 Minute Read) A recent survey shows that more than half of small business owners don’t have a retirement plan in place, and more than one-quarter don’t believe they will be able to retire comfortably. These numbers alone make financial

4 Things Any Financial Advisor Can Learn From Their Grandparents

(3 Minute Read) 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 when advising your clients. From

What Type of Life Insurance is Right for Me?

(3 Minute Read) The world of life insurance is vast, and for anyone trying to navigate it without a thorough understanding of what they’re looking for, it’s easy to get lost. Here, we wanted to provide a primer on the