Retirement – Importance of Purpose and Contribution Post-Work
September 8, 2021
The past year has been a whirlwind of a ride for most during retirement. Many individuals are navigating their new normal. While most retirees are looking forward to spending their time going on vacations, adventures, and living life – that was put on hold for many during the COVID-19 pandemic.
How to Control Your Finances and Life Insurance During COVID-19
August 31, 2021
Americans continue to have worries about their retirement, compounding health concerns brought on by the COVID-19 pandemic. In addition, they report a lack of familiarity with common planning tools that could help them reach their retirement goals.
How Your Relationship Status Impacts Your Retirement Planning
August 23, 2021
Older adults are seeking (and finding) love, emotional support and an antidote to loneliness. But many older women, in particular, fear that a romantic attachment in later life will shortly lead to full-time caregiving. To avoid this role, some seek to meet their social needs solely from their relationships with family members and friends.
7 Things You Should Do When You Turn 65
July 26, 2021
Milestone birthdays come fewer and farther between as we get older, don’t they? While the days of celebrating 15, 18, 21, and 25 are gone, one of the best milestone birthdays you can have is 65!
What is a Guaranteed Life Income Annuity?
July 19, 2021
Have you ever heard of a GLIA or “Guaranteed Life Income Annuity”? It’s a way to build savings tax-deferred. And a way to ensure you get annual income payments for life. It could be thought of as a way to still receive something like an annual salary—but one that lasts as long as you live.
The Cost of a Caregiver
July 12, 2021
When we get older, we have important decisions to make about how we want to be cared for. And maybe you’re already making some of those decisions with your parents, and seeing how some pre-planning can make things easier.