Category: Uncategorized

Estate Planning

Estate planning isn’t something that people tend to give a lot of thought to, but it’s an essential part of financial planning. Although many people think estate planning is just for “wealthy folks,” it’s actually for everyone. The fact is that life is unpredictable, and your loved ones will be glad if the unthinkable happens…
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Relationships in Retirement

The older I get The truer it is It’s the people you love, not the money and stuff That makes you rich -Alan Jackson, The Older I Get Having close, positive relationships is crucial to health and happiness in retirement. This applies to relationships with your spouse as well as relationships with your other family…
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Financial Scams

As the number of Americans age 65 and up has risen, retiree fraud has become a huge growth industry. According to the FBI, in 2022 there were over 88,000 fraud complaints by adults aged 60+, resulting in $3.1 billion in losses. This represents an 82% increase in losses compared to 2021. Seniors are a popular…
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