Senior Finance and Investment News, Trends and Tips

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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

Important Financial Dates to Mark on Your Calendar

A crucial part of effective money-management is staying on top of financial deadlines throughout the year to not only take advantage of money-saving opportun...

How to Make Your Money Last in Retirement

Being financially prepared for a retirement that lasts the span of your retirement takes strategic planning and careful budgeting. Living on a fixed income i...

Planning for Health Care Costs in Retirement is a Personalized Process

Healthcare is one of the most expensive parts of retirement and there’s no one-size-fits-all plan. When it comes to planning for healthcare and medical expen...

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Everything You Need to Know About Making a Will

Making a will doesn’t have to be complicated, but it does need to be a valid legal document. That is, you can’t just jot who you want to leave your estate to...

Is Your Home Improvement Project Worth the Cost?

As you enter your retirement years, you may find yourself wanting to renovate your home. If you’re happy with the location of your home, have paid off or hav...

Not Saving Enough: A Financial Regret For Many Americans

In 2019, 60 percent of adults 35 and older resolved to save money. However, by March 2019, just three months into the New Year, 43 percent were failing to ma...

Top Money Mistakes Keeping You From Getting Rich

Even though many people are diligently contributing to savings and are conscious about overspending, they may be making common money mistakes that are keepin...

Top Tax Mistakes to Avoid

Research shows that over 75 percent of people make simple tax mistakes on their return that could be costing them money and time. Learn about seven common ta...

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