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 […]
Why Stock Market Crashes Mean (almost) NOTHING To Our Retiree Clients
August 25, 2015 by Leave a Comment
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 […]
Life or Death: How Life Insurance Satisfy’s Both Needs
July 17, 2015 by Leave a Comment
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
July 10, 2015 by Leave a Comment
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 […]
4 new (and surprising) facts about retirement security
June 11, 2015 by Leave a Comment
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
June 4, 2015 by Leave a Comment
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 […]
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