Senior Finance and Investment News, Trends and Tips

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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

SECURE Act May Boost Retirement Options for U.S. Workers

As we age, working full-time can become challenging. Declining health, caregiving responsibilities, and raising families are all examples of life circumstanc...

When Can Seniors Stop Filing Taxes?

When can seniors stop filing taxes? Social Security doesn’t count as your gross income, so if you solely rely on it, do you still need to file a tax return? ...

Top 5 Financial Summer Reads

Summer reading is a classic American pastime, whether you’re soaking up the sun poolside or enjoying quiet time on your patio. Here are some top financial re...

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Financial Resolution Ideas For 2020

It’s time to make your resolutions for the new year. While most focus on their health and career goals, an important goal is financial health. Like any resol...

How to Manage Money in a Second Marriage

More than 40 percent of weddings include one partner who has been married previously. Different than most first marriages, where partners enter the marriage ...

Why Are Fiduciary Advisors So Important?

A fiduciary investment advisor can help set you up for financial success. Many Americans are unaware of how important advisors with the “fiduciary” designati...

7 Early Retirement Tips

While fifty is the new forty and sixty is the new fifty, many Americans want to retire in their sixties, or earlier. The reality is that many people are livi...

Top Tax Mistakes to Avoid

Research shows that over 75 percent of people make simple tax mistakes on their return that could be costing them money and time. Learn about seven common ta...

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