Blog

Nov 19 2019

Retirement represents a major transition in a person’s life — one that comes with a lot of decisions. Chief among those may be the choice of where to live. While downsizing has been a common move for retirees in the past, many are now finding themselves “smart-sizing” instead.  The concept of smart-sizing is about figuring […]

Oct 15 2019

Retirement is much more than just the end of a career. Hopefully, it’s also a substantial portion of your adult life. Working with a trusted financial advisor can be a smart way to prepare and can give you the confidence to make the most of your Golden Years.  Whether you’re looking for a retirement advisor, […]

Oct 3 2019

If your retirement is approaching and you own a home, chances are it will play a significant role in your post-career plans. Whether you’re staying put, downsizing or considering supplementing your finances with a Home Equity Conversion Mortgage (HECM), the equity you have in the property matters.  Even if retirement is closer than you care […]

Aug 8 2019

If you are retired or approaching retirement, you may find that a fixed income is not always enough to cover your expenses and maintain your desired lifestyle. Fortunately, there are other options to help you bring in extra money. One option is getting a roommate. A home equity conversion mortgage (HECM), also known as a […]

Jul 9 2019

Most of us look forward to the day we can retire. However, the realities of living on a fixed income can be daunting. Because of this difficulty in predicting the future, diving into the details of a retirement plan with anyone other than your spouse probably seems like an unappealing endeavor.  In fact, discussing your […]

Jun 18 2019

June is Care for Your Grandparents Month. While it may seem like just another silly “holiday,” the National Council on Aging’s recent survey shows that a lack of social support from younger generations is among the biggest fears Americans have about growing older. Other major fears include being unable to stay in their current home, […]

May 9 2019

Twenty-three percent of Americans are worried that they will run out of savings in retirement, according to a Bankrate survey. Rising healthcare costs, increasing debt and uncertainty about Social Security benefits don’t help matters. Stressing about the future is not how anyone wants to spend their retirement years. Fortunately, finding ways to supplement your income […]

May 7 2019

According to a recent study from Merrill Lynch and AgeWave, retirees are expected to create an $8 trillion surge in giving over the next two decades. This “Longevity Bonus” will be a fundamental shift in philanthropy and is being driven by the convergence of several factors. Most notable is the growing number of baby boomers […]

Mar 26 2019

It’s no secret that retirees are living longer and healthier lives than ever. In fact, the Social Security Administration estimates that “a quarter of 65-year-olds will hit age 90, and one in 10 will live beyond age 95.” For those that didn’t take into account a protracted timeline, it could mean rethinking their retirement strategies. […]

Feb 21 2019

It’s not a complicated equation. The longer a retirement, the more money it requires. But, figuring out how to deal with the reality of a retirement that could last 30 years or more is where the simplicity ends. Fortunately, there are multiple strategies for finding solutions, and a skilled financial advisor can discuss ways to […]

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