Retire Together or Stagger the Process?

Retire Together

Retire Together or Stagger the Process?

We explore the benefits of retiring together and retiring at separate times and also discuss how to ease the transition.

Read The Full Story

26+ Documents to Always Have Handy

Keep these documents in a safe, but the accessible place should you or a loved one need them.

Read The Full Story
Veterans Guide

Aging Veterans: How to Plan Wisely for Your Future

We provide a list of various services for veterans that help them in such issues and housing, medical care, jobs, and investments.

Read The Full Story
Home Foreclosure

Understanding Foreclosure and its Alternatives

If you own a home and are having trouble making ends meet, it’s important to know about foreclosure and alternative options you may have.

Read The Full Story
Senior Scams

Don’t Fall Victim to These Four Senior Scams

Find out how to protect yourself and your loved ones from criminals who prey on older people’s trust and compassion to bilk them out of their money.

Read The Full Story
Medicare Information

Understanding Medicare

Medicare is a healthcare option for seniors 65 and older. We explore the system as a whole and options for seniors.

Read The Full Story
Guide for Special Needs Seniors

Special Needs Seniors – Planning for the Future of this Vulnerable Population

With the right resources, you can create a plan of care that will ensure your loved one’s needs – from healthcare through financial – are well met throughout their retirement years.

Read The Full Story

10 Ways to Protect Yourself from Identity Theft

Identity theft can be devastating to your finances. Use these ten tips to help protect yourself from someone stealing your identity.

Read The Full Story
Living Trusts

Living Trusts

Learn the difference between a last will and a living trust – and if a living trust is right for you.

Read The Full Story
resolutions

10 Resolutions for Seniors

We provide a list of resolutions to make for your financial and personal goals in 2017.

Read The Full Story

Editor's Pick

Opening Day – Baseball’s Traditions

In honor of Opening Day, we take a look at some of baseball’s best traditions.

Read the full story

Ready to take the next step? Now is the perfect time!

Call to speak with a licensed specialist (800) 401-8114

Next