Blog Archives

What’s Changing in Social Security in 2019?

Everyone knows how important Social Security can be for senior citizens and retirees. According to the Center for Budget and Policy Priorities, Social Security provides benefits for 15 million retireeswho would otherwise be living below the poverty line. Changes to

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Posted in Investment, Life Planning, Retirement, Senior Citizen, Senior Finances

Age 50+? Time to Review Your Finances

A major part of the American Dream is to finish your career and retire to enjoy those “golden years.” As you near retirement and prepare to enter this stage of your life, it’s important to assess where you are financially.

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Posted in Baby Boomers, Retirement, Senior Finances

Managing Your Budget as a Senior Citizen

  Before they became senior citizens, many people never prioritized saving for retirement until it was too late. As a result, it may now be necessary to try to survive on 60-70% (or even less) of your pre-retirement income. Even

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Posted in Investment, Life Planning, Retirement, Senior Citizen, Senior Finances

The Benefits of Becoming a Lifelong Learner

  Many people believe that once they leave school with a degree or diploma, they are finished with learning.  But many people, however, are realizing that this just isn’t realistic. Even if you don’t take into account learning about all of

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Posted in Senior Citizen, Senior Health

How To Budget For Retirement

  As people get closer to retirement, they tend to get very nervous about the prospect of trying to survive on a lower income.  It doesn’t have to be that way: retirement should be a celebration of the golden years

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Posted in Life Planning, Retirement

The Difference Between Downsizing and Rightsizing

  In the world of business, the term “downsizing” is often a scary euphemism for “cut-backs” and “lay-offs.” Similarly, when older folks are asked to consider “downsizing” their homes, the term may take on a negative connotation. When dealing with seniors,

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Posted in Downsizing, Life Planning, Moving, Senior Housing, Senior Move

Why Retirement Could Be a Great Time to Start a Business

  When you finally hit that glorious age of retirement, chances are the last thing you want to think about is work.  But the reality is that today it is easier than ever to start your own business.  Many people

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Posted in Investment, Life Planning, Retirement

You’ve Done the Saving – How Do You Decide What You Spend On In Retirement?

  It’s every person’s dream—the idea of working your entire life for retirement and then finally being able to reach that precious moment.  But with that dream can come a lot of confusion, questions, and doubt, especially as it concerns

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Posted in Retirement, Senior Finances

You’re Retired and Concerned About Tax Reform: Here’s What You Should Do

  A lot of ink has already been spilled about the recent passage of the Tax Cuts and Jobs Act.  No matter where you stand on the issues behind this bill, it all comes down to one issue—how will this

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Posted in Retirement, Senior Finances

How a Reverse Mortgage Could Help Seniors

  Right now, many seniors are worried about their personal finances because of all of the changes coming to the economy. From the major tax overhaul to fluctuations in various markets, seniors are waiting to see just what impact this

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Posted in Investment, Life Planning, Retirement
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