(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

(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