What is Goals Focused Investing?

(3 Minute Read) As you enter or live out your retirement years, the last thing you want to worry about is money. Even if you’ve put in the effort to save up for those golden years, it’s easy to find

Downsizing for Retirement

(3 Minute Read) With retirement comes the worry of being able to pay for it. If you’ve planned for years for retirement and still think that you’re going to be stretched a little thin, or you haven’t had the chance

Smartphone Apps for Budgeting and Saving

Financial advisers support clients in long-term planning and decision making, but they don’t necessarily get to speak to clients every day or check in on their habits and progress between meetings. Especially for seniors, making changes to spending patterns or

Continuing Education in Retirement

(3 Minute Read) The golden years of retirement can be a wonderful time for so many reasons. Primarily, you’ll have the chance to pursue lifelong hobbies and interests, while even discovering a few new ones along the way. Whether you’ve

Senior Tech Icons

(2 Minute Read) The tech world of today can sometimes feel like a playground for millennials and younger generations. But, in reality, it’s a space for anyone of any age to engage, create, and have fun – and that’s especially

Senior Social Media 101

(5 minute read) The phrase “social media” is used non-stop. You hear it on TV, on the radio, and if you don’t participate in it, you can almost guarantee that you know somebody who does. In 2018, 86%of adults between

Can I Really Sell My Life Insurance Policy for Cash?

(2 Minute Read) We’ve all seen offers that are just too good to be true. It’s wise to be wary of any strategy that promises to get you cash quick, and retirees are especially good at spotting those coming from

6 Advancements in Healthcare Technology

(4 Minute Read) Financial advisers know that real-time data and information has become essential to many of their clients, especially seniors preparing for retirement. This is also true in healthcare. Today patients have more insight into their health than ever

Stretch Your Retirement Budget with February Deals

(2 Minute Read) When we think about good seasons for a deal, the holidays often come to mind with Black Friday blowouts and other specials designed to drive our gift giving activities. But after the holidays are said and done,

Don’t Let Your Clients Surrender Their ILIT Policies Without Considering This

(3 Minute Read) Life insurance policies provide value to decedents and their beneficiaries, but the need for that value changes over time, especially as family financial situations change. Many seniors take out life insurance policies and place them into Irrevocable