The New Retirement: 3 Things to Think About Now

February 29, 2016 | Marvin H. Feldman, CLU, ChFC, RFC, President and CEO of Life Happens If you think your retirement is going to look like your parents’ or grandparents’ retirement, think again. Here are three things you should be considering: 1. The Bank of Mom and Dad won’t always be open. There are two sides […]

5 Things You Didn’t Know Life Insurance Could Do

When you think of life insurance, what usually comes to mind is the death benefit—the amount of money that is paid out to your beneficiaries when you die. And that certainly is the main reason most people get life insurance. Keep in mind, however, that there are two major types of insurance. Term life insurance […]

Why Stock Market Crashes Mean (almost) NOTHING To Our Retiree Clients

              Sure, you might have a friend who is still in the market, but for you, it only means you might not receive as much (if any) interest gain this year.  See, you have already positioned your retirement accounts in a way that the savings you want to keep […]

Planning for Long-Term Care

You can never know for sure if you will need long-term care. Maybe you will never need it. But an unexpected accident, illness, or injury can change your needs, sometimes suddenly. The best time to think about long-term care is before you need it. Planning for the possibility of long-term care gives you time to […]

Creekside Insurance Advisors, Inc. is Pleased to Welcome Troy Newbraugh

We are pleased to welcome Troy Newbraugh as our Life Insurance Specialist. Troy brings 24 years of non-profit fundraising experience, including 16 years at Timber Ridge School (Cross Junction) and six years at Blue Ridge School (Charlottesville). Troy will specialize in bringing life insurance solutions to charity/donor relationships in addition to business owners, families and individuals. […]

Investment & Reverse Mortgage Schemes

Investment Schemes As people plan for retirement, senior citizens may fall victim to investment schemes. These may include advance fee schemes, prime bank note schemes, pyramid schemes, and Nigerian letter fraud schemes.  Reverse Mortgage Scams The FBI and the U.S. Department of Housing and Urban Development Office of Inspector General (HUD-OIG) urge consumers, especially senior […]

4 new (and surprising) facts about retirement security

MAY 28, 2015 | BY EMILY HOLBROOK   We’ve heard it all before, retirees and pre-­retirees are financially ill equipped to make their savings — if any — last throughout their golden years. With more and more businesses cutting pensions, and health care costs and longevity continuing to rise with no foreseeable end, truly having […]

List of Senior Discounts

Are you already at that wonderful phase in your life?  We thought the following information would be a great help for you. The following post was written by a man named Steve Herman. You can see the original post here. As I was waiting in line behind an older gentleman at Wendy’s recently, I heard him ask […]

Top 10 Ways to Prepare for Retirement

Financial security in retirement doesn’t just happen. It takes planning and commitment and, yes, money. Facts • Fewer than half of Americans have calculated how much they need to save for retirement. • In 2012, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not […]