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

Thinking About Surrendering a Life Insurance Policy? What Are Your Options?

(2 Minute Read) For one reason or another, sometimes people find themselves with life insurance policies they no longer want or need. The premium may be too high, or the policy may simply be underperforming, or the need for the

3 Tools Financial Advisors Didn’t Know They Had

(2 Minute Read) Being a financial advisor comes with its own share of stress. For many companies and individuals, financial advisors are extremely important components to building the future they want for themselves. And though this is a heavy task,

Does Social Security Actually Hurt Your Retirement?

(3 Minute Read) Many Americans rely on Social Security benefits in retirement. We pay into it our entire working lives, so why not use it when it comes time for us to enjoy our golden years? However, with so much

How Does the Affordable Care Act Impact Seniors?

(3 Minute Read) The Affordable Care Act was designed with the intention to help uninsured Americans access affordable healthcare. The changes brought on the ability for those uninsured or underinsured to take advantage of not only preventative services, but also

Housing Options for Seniors

(3 Minute Read) The 2010 US Census revealed that there are 41.4 million people in our country aged 65 or older. By 2060, that number is expected to reach 92 million, with 18.2 million of those people aged 85 or

Can You Retire After Divorce?

(3 Minute Read) Divorce is taxing on everyone involved, both emotionally and financially. After the split is finalized, you’ve got a lot of restructuring to do if you still hope to retire comfortably. Alimony payments, child support, and decreased income

Reinventing Yourself for Retirement

(2 Minute Read) Retirement is a time for new adventures. You don’t retire just because you’ve hit a certain benchmark age or you’ve saved enough money, but rather because it’s time that you left the day-to-day lifestyle in order to

Would You Throw $100,000 Down the Drain?

(2 Minute Read) As a trusted advisor, your clients rely on you to make informed decisions on their behalf. You’re making choices that are directly impacting their finances—their lives—and they have faith that you’ll make the right decisions, or at

Eating Healthy on a Retiree’s Budget

(3 Minute Read) A tale as old as time, the constant struggle to eat healthily under a strict budget is something that everyone has to deal with, even during retirement. Our bodies’ most basic requirements are exercise and healthy food