(3 Minute Read) When you moved out of your parents’ house, you had the whole world at your feet—your own journey ahead of you and so many opportunities to create the life you want for yourself. What many children don’t

(4 Minute Read) With tax season on everyone’s minds, we thought it was a good time to make sure that advisors aren’t letting their senior clients make these three simple tax mistakes. As a trusted advisor, it’s imperative that you

(4 Minute Read) Medical care and treatments become more and more prevalent in the lives of seniors as they age. More than 8.3 million seniors receive long-term care every year, and they all look for ways to keep up with

(2 Minute Read) You might have heard about viatical settlements at some point in your life. Viaticals, also referred to as life settlements, have recently gained more traction among financial advisors as more seniors become more aware of them. In

(4 Minute Read) Retirement doesn’t come without its own troubles, especially when you consider the many scams and financial traps that many seniors find themselves falling into. As William S. Boroughs once said, the best way to keep something bad

(3 Minute Read) Companies work hard to find and retain quality, irreplaceable talent. When you’re lucky enough to have found a rare gem in an employee, you might have taken out a Key Man life insurance policy on them. This

(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

(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

(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 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