Creekside Insurance Advisors, Inc.

Creekside Insurance Advisors, Inc is a local, independent agency located in Winchester, VA.

Winchester Office: 167 Creekside Lane, Winchester, VA 22602
(540) 722-2529 • (800) 467-5425

Richmond Office: 1809 Raintree Drive, Richmond, VA 23238
(804) 767-4419 • (800) 467-5425
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You are here: Home / Archives for retirementplanning

The New Retirement: 3 Things to Think About Now

February 29, 2016 by jdubrueler Leave a Comment

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 […]

Filed Under: News Tagged With: #agingamericans, #babyboomers, #family, #frederickcountyva, #lifeinsurance, #moneysavings, #seniormarket, #seniorscitizens, postretirement, retirement, retirementplanning, wincva

5 Things You Didn’t Know Life Insurance Could Do

January 28, 2016 by jdubrueler Leave a Comment

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 […]

Filed Under: News Tagged With: #babyboomers, #collegefunding, #family, #life, #lifeinsurance, #lifeinsurancesolutions, postretirement, retirement, retirementplanning

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

August 25, 2015 by jdubrueler 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 […]

Filed Under: News Tagged With: #babyboomers, #fixedannuities, #frederickcountyva, #moneysavings, #seniormarket, postretirement, retirement, retirementplanning, wincva

Long Term Care Insurance 101

August 7, 2015 by jdubrueler Leave a Comment

Did you know that neither your health insurance nor Medicare would pay for extended long-term care services in the event that you needed them in the future? If you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time, you’ll need long-term care services. And […]

Filed Under: News Tagged With: #agingamericans, #babyboomers, #frederickcountyva, #seniormarket, retirement, retirementplanning

Never Miss a Moment…with Life Insurance

July 24, 2015 by jdubrueler Leave a Comment

You buy life insurance because you love someone, so we affectionately refer to life insurance as love insurance. Life insurance gives you peace of mind knowing that you’ll always be there for your family even if you’re not around.   Life happens! It’s a subject no one really wants to think about, but if someone […]

Filed Under: News Tagged With: #lifeinsurance, #lifeinsurancesolutions, retirementplanning

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

July 17, 2015 by jdubrueler 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 […]

Filed Under: News Tagged With: #agingamericans, #babyboomers, #charitablegiving, #lifeinsurance, #lifeinsurancesolutions, #moneysavings, #seniorsavings, retirement, retirementplanning

Planning for Long-Term Care

July 10, 2015 by jdubrueler 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 […]

Filed Under: News Tagged With: #agingamericans, #babyboomers, #frederickcountyva, #moneysavings, #olderamericansact, #seniormarket, #seniorsavings, #seniorscitizens, postretirement, retirement, retirementplanning, wincva

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

July 8, 2015 by jdubrueler Leave a Comment

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. […]

Filed Under: News Tagged With: #agingamericans, #charitablegiving, #frederickcountyva, #insurancescam, #lifeinsurance, #lifeinsurancesolutions, #seniormarket, #seniorscitizens, postretirement, retirementplanning, wincva

Creekside Insurance Advisors, Inc. Welcomes Betty Allen as New Long Term Care Planning Specialist

July 2, 2015 by jdubrueler Leave a Comment

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 […]

Filed Under: News Tagged With: #agingamericans, #longtermcare, #olderamericansact, #seniorsavings, #seniorscitizens, retirement, retirementplanning

Investment & Reverse Mortgage Schemes

June 26, 2015 by jdubrueler Leave a Comment

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 […]

Filed Under: News Tagged With: #agingamericans, #fraudalert, #insurancescam, #medicarescam, #olderamericansact, #scamsagainstseniors, #seniormarket, #seniorsavings, #seniorscams, #seniorscitizens, #telemarketingscams, postretirement, retirementplanning, wincva
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