(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
The Life Settlement Blog
Detecting Phone Scams
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
Smartphone Apps for Budgeting and Saving
Did you know you can sell all or a portion of a life insurance policy, even term insurance? (4-minute read) Financial advisers support clients in long-term planning and decision making, but they don’t necessarily get to speak to clients every
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
