(2 Minute Read) Once you’ve retired, your mind will likely turn to the things you’ve always wanted to do but never had the chance. Work often gets in the way of devoting yourself to long-term projects or big trips, but

(3 Minute Read) Retirement is time to take for yourself, doing the things you want to do. Moving to a new location, where the weather is warmer and the air is cleaner, is a popular option for seniors after entering

(3 Minute Read) Now that the kids are gone and you’ve decided it’s time to move into a smaller, more manageable home, you have to thin out your belongings. For the majority of people, this is a daunting prospect. How do you

(3 Minute Read) Do you have a specific plan in place for your end-of-life care? Or how your family will be cared for after you pass? Many people put off such tasks because they find them unpleasant, but in order

(2 Minute Read) I want to talk about an opportunity that’s often missed among advisors as they review senior clients’ finances: term life insurance policies sold in life settlements. Accounting for approximately 40% of new life insurance policies purchased each

(2 Minute Read) The top question we usually get from advisors is, “what is a life settlement?” Even though the market has existed for over 20 years, it still surprises and humbles me to learn that there are so many

(2 Minute Read) While we can do what we can to protect ourselves from any unseen costs by maintaining an emergency savings fund, some things are bigger than emergency funds. Like when you’re forced into retirement because of a serious

(3 Minute Read) There are a lot of questions surrounding your options if you are no longer with the person originally listed as a beneficiary on your life insurance—whether because they have passed or because you’ve made changes in your

(3 Minute Read) Life has a way of getting away from us. When we’re young, we have high ambitions for all the great things we want to do when we get the freedom to when we’re older, but as life