Visit us on LinkedinVisit us on LinkedinVisit us on Linkedin

How To Secure Income For Retirement

Ten thousand Americans a day are turning 65, including a couple we’ll call Stu and Helen. In excellent health, Stu and Helen could be facing a retirement of 30 years — or even longer. One of their biggest fears about their impending retirement is their potential longevity — and running out of money to not […]

8 Tips to Help Seniors Conquer Stress

As boomers retire from their jobs at unprecedented rates in the U.S., you’d think they’d be spending their free time with friends, lingering over the morning newspaper and coffee or taking January vacations in a warm place. But many seniors are finding themselves in a predicament that few anticipate in retirement: parenting for a second […]

Achieve Senior Independence With a Safer Home

Elderly safety is a considerable problem in the U.S. as millions of seniors go to the emergency room each year due to injuries caused by accidents in the home. Falls are a leading cause of these mishaps. Yet, with proper equipment and knowledge, risk can be cut dramatically. The Centers for Disease Control and Prevention […]

Are Baby Boomers too optimistic about retirement?

If you’re a Baby Boomer within sight of age 65, you’re probably thinking about your next move—and it may well be a career change instead of a traditional kick-back-and-relax retirement. Among 1,005 Boomers who haven’t yet left their full-time careers, 60% expect to keep working at least part-time after they “retire,” says a study from […]

Flying Tips for Senior Travelers

Airports can be stressful places for anyone, but they can be especially tough for seniors who may have trouble getting through the airport or may be unfamiliar with the process of making a flight. But that shouldn’t prevent seniors from traveling to a destination they’ve always dreamed of visiting or attending a family function such […]

Resources to Help Family Caregivers

Every day, many Americans find themselves in an unexpected new role. They become a family caregiver for a loved one suffering from chronic pain. Experts estimate that chronic pain affects millions of Americans. Pain can interfere with daily activities, causing patients to lean heavily on family and friends. Providing care for a loved one experiencing […]

10 Tips to Stay Mentally Healthy

Enjoying mental health means having a sense of well-being, being able to function during everyday life and feeling confident to rise to a challenge when the opportunity arises. Just like your physical health, there are actions you can take to increase your mental health. Boost your well-being and stay mentally healthy by following a few […]

Changes to Social Security – Primarily the file & suspend strategy

Congress is putting an end to two Social Security filing strategies that many couples have used to add tens of thousands of dollars to their retirement incomes. But there’s a six-month window in which couples who are at least 66 years old can take advantage of them, as well as a partial reprieve for some […]

Tax facts about long-term care insurance

Traditional long-term care insurance (LTCI) policies that meet the IRS requirements are treated as tax-qualified policies. These policies can generate tax breaks for clients, but those breaks depend on the client’s circumstances. (Non-tax-qualified policies don’t provide any tax advantages.) Here’s what you need to know. Premium Deductibility LTCI policyholders who itemize their deductions and have […]

Trust Professionals Who Know You

Every day we watch the news and read articles about how the markets and economic environment are faring, and many times, the news isn’t all that good. Media organizations often interview various analysts to comment on how the news could impact consumers, and frequently these pundits will offer guidance on a given subject. However, it’s […]