Five Things You Didn’t Know About Retirement Communities

(3 Minute Read) Retirement communities often get a bad rap—and that’s usually because they get wrongfully lumped into assisted care facilities. Retirement communities are actually just communities where senior citizens (who sometimes share something in common) move to live out

Is a Life Settlement Right for Your Client?

(2 Minute Read) As life settlements continue to become more accepted as a viable alternative for seniors with life insurance policies, more trusted advisors are looking into them as options for their clients. One of the first things they ask

How to Become a Snowbird

(2 Minute Read) Retirement is all about living a life that you want for yourself without a career getting in the way. Now that you’re retired—or coming up to retirement—it’s time to think about all the things that you want

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