Blog
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 […]
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 […]
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. […]
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 […]
17,
2019
Retirement has arrived, and the next stage of your life is set to begin! But should your second act include a change of scenery? If you’re contemplating a post-retirement move, we suggest taking a moment to ask the right questions and consider your options carefully. Of course, it’s best to start with the question, “Why […]
3,
2019
For many, a home is filled with the things that matter most. Whether it’s beloved family, most-treasured memories or favorite possessions, their importance makes a house much more than just a place to live When it comes to homeowners in retirement, or those nearly there, a home also offers something else that shouldn’t be overlooked—equity. […]
29,
2018
For many in retirement, making the most of life after a career includes crossing long-coveted travel plans off their bucket list. If that sounds enticing, but you haven’t quite gotten your itineraries together, we’ve put together a few suggestions to help put some new adventures in 2019 calendar. The Freedom To Explore Clearly, one of […]
20,
2018
15,
2018
Downsizing in retirement is not a new concept. However, the rise in popularity of tiny homes is adding a unique twist to the goal. In pursuit of simplicity and flexibility, and sometimes by necessity, a growing number of seniors are using small, often portable residences to be closer to family and enjoying the added freedom […]
18,
2018
Continuous learning can keep your mind sharp as you age and can play a fundamental role in making the most of your retirement. However, retirement savings can limit your ability to be a lifelong learner. One option to free up some cash and secure your financial stability is a reverse mortgage or Home Equity Conversion […]
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