(3 Minute Read) Companies work hard to find and retain quality, irreplaceable talent. When you’re lucky enough to have found a rare gem in an employee, you might have taken out a Key Man life insurance policy on them. This

(2 Minute Read) From year to year, inflation impacts the exact dollar amount of Social Security benefit per month for those newly entering retirement. In 2017, that amount will be $2,687, 0.3% higher than last year. Those who are already

(3 Minute Read) Many seniors living on a fixed income face a general fear of spending money outside of their allotted expenses. Setting budgets often mean that finances go first toward bills and mandatory expenses, leaving the rest to either

(3 Minute Read) Through our many years of business, we’ve helped a lot of people benefit from the sale of a life insurance policy. This means we’ve come to understand just how beneficial life settlements can be for both the

(3 Minute Read) For many, planning for retirement starts early on. When you create your plan for retirement in advance, it’s easy to feel comfortable you’ll be ready to take retirement by the horns. However, if you’re not updating your

(2 Minute Read) A happy retirement is something we all define differently, yet all dream about. As this time approaches, it’s important that you understand what strategies lead to a satisfying retirement and how you can better plan and prepare

(3 Minute Read) Social Security is a sensitive topic for people of all ages, but especially for the 65 million Americans who today claim its benefits after paying taxes into the fund throughout their careers. There are a lot of

(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