Should You Roll over Your 401(k) When You Retire?

Do you wonder if you should rollover your 401(k)? After all, your last day at work is coming up. You’re dreaming about your new freedoms — like meeting friends for coffee on a Monday ... in your running gear. Over the years, you’ve invested in your 401(k) with the added benefit of your company’s matching [...]

2018-08-20T13:35:31+00:00August 21st, 2018|Finance & Planning|Comments Off on Should You Roll over Your 401(k) When You Retire?

How to Talk to Your Adult Children About a Life Insurance Policy Transfer

A life insurance policy transfer to your adult children can help sustain your investment should your financial situation change... Twenty years ago, Donna bought a life insurance policy. When she chose the plan, she predicted as best she could the premium she’d be able to afford. But in recent years, financial challenges have made [...]

2018-08-02T16:38:09+00:00August 2nd, 2018|Finance & Planning|Comments Off on How to Talk to Your Adult Children About a Life Insurance Policy Transfer

Long-term Care Insurance: Do You Need IT?

William and his son, Jack, listen as the doctor explains the long-term care William will now need. Jack can cook for his dad, but William will need help with everyday tasks, such as dressing and bathing. And that means hiring care providers to come to William's home. Thankfully, his long-term care insurance will help with this new expense. [...]

2018-06-27T08:45:16+00:00June 27th, 2018|Finance & Planning|Comments Off on Long-term Care Insurance: Do You Need IT?

Financial Advice for Seniors: 6 Tips for Long-Lasting Security

Managing money in retirement isn’t always the easiest task. From portfolio inquiries to budget predictions, reliable financial advice for seniors can help answer your questions and make funds last, providing a sense of security throughout the later years of your life. […]

2017-06-27T09:06:10+00:00July 18th, 2016|Finance & Planning, Uncategorized|Comments Off on Financial Advice for Seniors: 6 Tips for Long-Lasting Security

Life Insurance for Seniors: Do You Need It?

Throughout your adult life, you’ve made your life insurance payments each month gladly. It was a small price to pay for the knowledge that your family would be completely taken care of in the event of your untimely death. […]

2016-06-06T08:52:43+00:00June 6th, 2016|Finance & Planning, Senior Health Insurance|Comments Off on Life Insurance for Seniors: Do You Need It?

College Savings for Your Grandchild: What’s the Best Option?

There is no denying it: college is quite expensive these days. If your grandchild is still a baby or toddler, imagine how much costlier it will be for them to complete a degree almost two decades from now. […]

2016-04-18T08:45:13+00:00April 18th, 2016|Finance & Planning|Comments Off on College Savings for Your Grandchild: What’s the Best Option?

Filing Taxes in Retirement: 4 Facts You Should Know

No matter what age you are, filing taxes is always a dreaded chore. Filing taxes in retirement might be slightly simpler than filing when you were at the height of your earning days, but navigating your return can still be confusing. […]

2016-03-14T09:00:30+00:00March 11th, 2016|Finance & Planning|Comments Off on Filing Taxes in Retirement: 4 Facts You Should Know

Is Senior Student Loan Debt Affecting You?

If you listen to any respected economist or financial advisor talk about the state of the average American’s personal financial situation, you’re going to hear about the negative effects of student loan debt. […]

2016-02-29T08:45:28+00:00February 29th, 2016|Finance & Planning, Uncategorized|Comments Off on Is Senior Student Loan Debt Affecting You?

Top Senior Discounts You Should Know About

Is your retirement everything you’ve dreamed it would be? You wake up refreshed on a daily basis. You have freedom to pursue your hobbies and new interests. You are forming new relationships and growing on a personal level. […]

2016-02-15T08:41:49+00:00February 15th, 2016|Finance & Planning|Comments Off on Top Senior Discounts You Should Know About