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 […]
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 […]
Creekside Insurance Advisors, Inc. is Pleased to Welcome Troy Newbraugh
July 8, 2015 by 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. […]
Investment & Reverse Mortgage Schemes
June 26, 2015 by 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 […]
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 […]
Funeral and Cemetery Fraud
May 29, 2015 by Leave a Comment
Keeping with our theme of seniors being more aware of scams and fraud. Here are some basics on avoiding Funeral and Cemetery Fraud. Tips for Avoiding Funeral and Cemetery Fraud: Be an informed consumer. Take time to call and shop around before making a purchase. Take a friend with you who may offer some perspective to […]
Top 10 Ways to Prepare for Retirement
April 28, 2015 by Leave a Comment
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 […]
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