(4 Minute Read) As an advisor, you’re faced with the financial integrity of your clients and making sure they’re making educated decisions for their futures. If you have many clients heading toward, or are already in, retirement, it’s vital that

(4 Minute Read) Planning for retirement isn’t easy. Simply put, envisioning the future and what it has in store for us is hard. It’s important to remember that life isn’t predictable—there may be a few challenges that arise down the

(3 Minute Read) For any senior in or entering retirement, it’s important that they are aware of all of their financial options, from investments, to retirement withdrawal strategies, and even all existing assets that they might still hold. While some

(4 Minute Read) Finances aren’t something we’re all comfortable dealing with, especially if we aren’t fully taking advantage of all the options and opportunities available to us. Even if you’ve saved an adequate retirement fund, it’s important that you make

(3 Minute Read) Retirement preparedness is becoming increasingly important as we see a high number of individuals approaching retirement age without adequate savings to cover them through the next decades. This is especially the case for some 47% of business

(3 Minute Read) New studies from the CDC show that we’re living past our life expectancies. While modern medicine has enabled us to extend our natural lives, not every senior retirement plan is prepared to finance the extra years. As

(3 Minute Read) Social Security is an invaluable, but complicated, part of most seniors’ retirement planning. When it comes to claiming your Social Security, here are three more mistakes that are crucial to avoid.

(2 Minute Read) In a 2015 report published by Merill Lynch, 55% of retirees had retired earlier than they originally expected. With the majority of retirees choosing to retire early, we wonder whether they fully understand the financial benefits they

(3 Minute Read) Most people plan for their retirement by determining an age at which they would want to retire, along with the expected finances to last them through their retirement years. This is a common strategy, and one that

(3 Minute Read) For some retirees, a car can easily become a burden when living on a fixed monthly budget. Even if your vehicle is paid off entirely, the associated costs, such as gas, insurance, and maintenance, could set you