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Blog2017-06-20T12:40:53-07:00

Preparing for the Future: Financial Security After Your Spouse Passes

Do you have a plan in place to provide for the needs of your spouse? Many people don’t financially prepare for the future—especially when it involves the passing of a spouse—and understanding why is easy. Confronting the unavoidable reality of mortality isn’t pleasant. You’ve been saving for retirement your whole [...]

June 4th, 2020|Finance & Planning|

Senior Financial Planning and Estate Planning: What to do During Times of Uncertainty

Senior financial planning and estate planning is a meticulously thought out course of action to ensure you enjoy the best possible retirement. Although time-consuming and sometimes painstaking, making these plans and successfully executing them is a rewarding process. But what happens when we face the unthinkable? We’re talking about the [...]

May 12th, 2020|Finance & Planning|

Take the Time to Review Your Senior Life Insurance Policy

As you’ve probably realized over the last few weeks, the COVID-19 pandemic is completely changing the way we live our lives. While we’re facing many unknowns in the coming months, making sure you have the right life insurance policy in place can take away some of the stress and worry [...]

April 8th, 2020|Senior Health Insurance|