(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

(3 Minute Read) As your senior clients get ready for their retirement, are you making sure that they’re fully educated and aware of all of their possible options when it comes to building their retirement plan? It’s not simply enough

(2 Minute Read) Everyone makes financial mistakes in their life, but after retirement, the effects of those bad decisions could have bigger repercussions than they would for a younger person. Some elements of retirement, like Social Security, present the opportunity

(2 Minute Read) As an advisor, there’s not doubt you’ve heard of the 4% Rule when it comes to retirement planning. However, before settling for this standard rule-of-thumb for every client, it’s good practice that you are fully educated on

(3 Minute Read) People heading into retirement get a lot of advice about lifestyle, money management, and how to spend their new free time. If you’re tired of hearing the same old tips, here are some new ones which we

(2 Minute Read) If you’ve been working with senior clients for quite some time, then you’ve hopefully heard about the “file and suspend” Social Security filing strategy.