Planned Giving: What Is It and Why Do It?

(1 Minute Read) Throughout your life, you may discover certain organizations or charities that hold meaning to you and that you contribute to regularly. You may know that you can continue to support these organizations even after you pass through

Making Do When Adult Children Live Far Away

(2 Minute Read) For many, retirement is the perfect time to spend with family, especially your children and grandchildren. However, if your kids have left the nest and moved far away, even across the country, visiting them can become a

Retirement Communities: What to Look for and How to Pay

(2 Minute Read) Deciding to move into a retirement community is a big decision on its own, but then narrowing down your options and choosing which one to move into is even more difficult. There’s a lot to consider: what

Senior-Friendly Travel Companies

(2 Minute Read) Once you’ve retired, your mind will likely turn to the things you’ve always wanted to do but never had the chance. Work often gets in the way of devoting yourself to long-term projects or big trips, but

$112 Billion in Missed Opportunities

(2 Minute Read) Even as awareness of the life settlement market grows, seniors still miss out on an astounding amount of money from lapsed life insurance. In a recent article by Darwin Bayston, he highlights that over 250,000 universal and

Financially Supporting a Move During Retirement

(3 Minute Read) Retirement is time to take for yourself, doing the things you want to do. Moving to a new location, where the weather is warmer and the air is cleaner, is a popular option for seniors after entering

Downsizing for Seniors

(3 Minute Read) Now that the kids are gone and you’ve decided it’s time to move into a smaller, more manageable home, you have to thin out your belongings. For the majority of people, this is a daunting prospect. How do you

Advance Directives, Living Wills, and Living Trusts

(3 Minute Read) Do you have a specific plan in place for your end-of-life care? Or how your family will be cared for after you pass? Many people put off such tasks because they find them unpleasant, but in order

Discover The Hidden Value of Your Client’s Term Life Insurance

(2 Minute Read) I want to talk about an opportunity that’s often missed among advisors as they review senior clients’ finances: term life insurance policies sold in life settlements. Accounting for approximately 40% of new life insurance policies purchased each

How Does a Life Settlement Work?

(2 Minute Read) The top question we usually get from advisors is, “what is a life settlement?” Even though the market has existed for over 20 years, it still surprises and humbles me to learn that there are so many