(2 Minute Read) It was recently announced that there will be no cost of living adjustment made to Social Security Benefits in 2016—and many are foretelling that 2017 will also be a slim year for seniors. What steps can you

(2 Minute Read) The United States is in the middle of a major shift in the way we provide and pay for medical services. When a doctor wants to bill an insurance company for a treatment they provided you, they

(2 Minute Read) In today’s technology driven world, we’re all constantly faced with scammers and their new bags of tricks. It’s important to know what these scams look like and how to avoid them. This is especially important for seniors,

(3 Minute Read) Health care costs are rising across the board, but nursing home bills are without a doubt skyrocketing the fastest. Their expense has grown at twice the rate of US inflation for the last five years. To avoid

(2 Minute Read) The rising cost of healthcare, coupled with an ever-increasing\ human life expectancy, has many retirees and their caregivers concerned about healthcare costs during retirement. How much can you rely on Medicare, what are the costs of a

(2 Minute Read) A recent survey shows that more than half of small business owners don’t have a retirement plan in place, and more than one-quarter don’t believe they will be able to retire comfortably. These numbers alone make financial

(3 Minute Read) There’s a lot we can learn from our grandparents, and as a financial advisor working with seniors and soon-to-be retirees, it’s useful to channel all those lessons you remember about your grandparents when advising your clients. From

(3 Minute Read) The world of life insurance is vast, and for anyone trying to navigate it without a thorough understanding of what they’re looking for, it’s easy to get lost. Here, we wanted to provide a primer on the

(2 Minute Read) Being a financial advisor comes with its own share of stress. For many companies and individuals, financial advisors are extremely important components to building the future they want for themselves. And though this is a heavy task,

(3 Minute Read) Many Americans rely on Social Security benefits in retirement. We pay into it our entire working lives, so why not use it when it comes time for us to enjoy our golden years? However, with so much