The Life Settlement Blog

Social Security’s 2017 Nuances

(2 Minute Read) From year to year, inflation impacts the exact dollar amount of Social Security benefit per month for those newly entering retirement. In 2017, that amount will be $2,687, 0.3% higher than last year. Those who are already

Many Retirees Suffer from Spendaphobia, Do You?

(3 Minute Read) Many seniors living on a fixed income face a general fear of spending money outside of their allotted expenses. Setting budgets often mean that finances go first toward bills and mandatory expenses, leaving the rest to either

What Do Advisors Get Out of Life Settlements?

(3 Minute Read) Through our many years of business, we’ve helped a lot of people benefit from the sale of a life insurance policy. This means we’ve come to understand just how beneficial life settlements can be for both the

3 Big Things You Might Not Have Thought About Before Retiring

(3 Minute Read) For many, planning for retirement starts early on. When you create your plan for retirement in advance, it’s easy to feel comfortable you’ll be ready to take retirement by the horns. However, if you’re not updating your

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