Life or Death: How Life Insurance Satisfy’s Both Needs

Everyone probably already understands that life insurance plays an important role in family and business planning. It is actually more than important – it is a necessary part of any good plan. But did you know that your life insurance policy can also be structured as a tax-deferred savings tool with tax-free loan distributions when […]

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. Welcomes Betty Allen as New Long Term Care Planning Specialist

We are pleased to announce that Betty Allen has joined Creekside Insurance Advisors, Inc. as a Long Term Care Planning Specialist. Betty brings 13 years experience as a Registered Nurse and Licensed Practical Nurse, and has worked in the medical field since 1976 in several administrative capacities. Betty has enjoyed the past 7 years as an […]

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 […]