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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...

The Best Fee-Only Financial Advisors

When it comes to choosing the best financial advisor for you, there are a lot of factors to consider. Their reputation, their trustworthiness - and their com...

Don’t Let End of Life Expenses Bury Your Family In Debt

Planning for your funeral and other end-of-life care Prepare yourself financially with a proactive plan end-of-life that includes health care expenses, fune...

The Best Books for Senior Investors

We never stop learning throughout our lives, and our financial knowledge is no exception. Passing the time with a good book can sometimes come with the added...

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What is the Best Type of Annuity for Retirement?

Diversifying your investment portfolio with a range of investments is one of the best things you can do to ensure financial freedom in retirement. Annuities ...

What to Do with Unexpected Income (COVID-19 Stimulus Bill)

COVID-19 has had a major impact on our finances. There have been thousands of layoffs, record unemployment filings, and a tanked stock market. Because of thi...

Why 78% of Americans are Not Prepared for Retirement

The 2018 Planning and Progress Study recently revealed new insight into America’s retirement planning - and the numbers are staggering. Learn more about the ...

Financial Planning in your 50s, 60s, and 70s - Retirement Guide

Retirement planning has timelines that you want to keep in mind while you are planning out your financials. Let’s take a look at how to plan in your 50s, 60s...

Why the 4% Retirement Rule is Not Dependable

The ‘4 percent rule’ has long been the standard for retirement plan withdrawals best practices. As times change, this practice is far from perfect, though. ...

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