(3 Minute Read) Social media isn’t just for teenagers and college kids anymore. As of January 2018, 69% of U.S. adults used at least one social media platform. Since 2017 the use of Facebook among people 65 years old has
Author Archives: Leo LaGrotte
Social Media Etiquette for Seniors
Entertaining Grandchildren During a Break
(2 Minute Read) Time away from school may conjure images of Florida beaches and party minded students, but it can also be a great time for young kids to spend time with their grandparents. While you may be excited about
Detecting Phone Scams
(4 Minute Read) Phone scams are a real threat. In 2017, one in ten Americans reported being a victim of phone scams. On average, people were scammed out of $430 each to the tune of $9.5 billion in all. Two
How to Use Your Tax Return for Retirement
(3 Minute Read) Tax season, for many people, means getting a decent sized check in the mail from the government in the form of a tax refund. Some see it as an opportunity to buy something they wouldn’t otherwise or
Vacations for Active Seniors
(2 Minute Read) Sometimes it seems like we just don’t value vacations enough. Taking a weekend or even a week or two off can be a great chance to not only experience new things and places, but to reset and
Take Advantage of These Tax Season Deals
(3 Minute Read) Tax time isn’t usually associated with a good time, especially when tax refunds are down an average of 9% from last year. With refunds trending downward, many people find themselves wondering how they can make these refund
Identifying Internet Scams
(3 Minute Read) The internet is a fantastic tool for seniors, as it provides the opportunity to stay in touch with family and old friends, as well as take advantage of the trove of information online. Though the web has
How to Sell Life Settlements as an Advisor
(3 Minute Read) As financial advisors, we know how important it is to serve our clients. Whether it’s coming up with a comprehensive investment strategy, helping them set up a trust, or guiding them into a comfortable retirement, the end
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
