Medicare and Social Security
Medicare and Social Security are two foundational federal programs that play a critical role in the financial and healthcare security of older Americans. While they … Read more
saving for retirement
How To Manage Your Retirement Savings
So, you’ve retired! Congratulations! You did it! But what now? We’ve been working our whole lives to enjoy the fruits of our labor. But what … Read more
Financial Life Stages
Financial Life Stages A person goes through financial stages throughout life: accumulation, building, and retirement years. Each life stage has a set of actions to take based on … Read more
Life Insurance Awareness Month
In case you haven’t heard, September is Life Insurance Awareness Month. Life Insurance Awareness Month, otherwise known as LIAM, is a nationwide campaign that was … Read more
What You Should Know About Good and Bad Debt
It has been ingrained in us that “debt” is a bad word and should be avoided at all costs. However, paradoxically, there are some forms … Read more
Planning for Retirement
Planning for Retirement Planning for retirement has a lot to do with saving money. The average American aged 40-60 has less than $100,000 saved for … Read more
The Benefits and Basics of LTC Coverage
As life expectancy increases, so does the likelihood of needing long-term care (LTC). According to the U.S. Department of Health and Human Services, nearly 70% of … Read more
Financial Mistakes to Avoid Over Age 65
Discussing finances is historically taboo, however, it is an important part of getting older and approaching retirement. It is often hard to decide what to … Read more
