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...

Retirement Planning Blind Spots

When it comes to retirement planning, there is a lot to consider. From how much to save to tax considerations to minimum withdrawal requirements and ideal re...

Why Women Need to Be More Proactive with Retirement Planning

Women need a proactive approach to retirement Women must be more proactive with their retirement planning. Women face unique financial challenges that men d...

These Talented Seniors Prove That Age Is Just a Number

493 years of collective wisdom and undeniable talent proves that age is just a number for these seniors. June is Older Americans Month and to celebrate, here...

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How is Retirement Planning Different From Financial Planning?

The terms “retirement planning” and “financial planning” are often used interchangeably as people talk about long-term financial goals. The truth is that whi...

How to Talk to Adult Children About Your Estate Plans

When it comes to talking with your adult children about your plans for your estate, earlier is better. Talking to your children now can help them plan for th...

Don't Miss Out on the Veteran's Aid and Attendance Benefit

Only a fraction of eligible veteran Americans over 65, and their spouses, know about the availability of the Aid & Attendance (A&A) pension through the Depar...

Tips for Planning Your Retirement in Uncertain Times

Retirement planning is not only more challenging in the 21st century as people need to be proactive to diligently plan their own retirement investments, but ...

Top Tax Tips for Seniors From a Professional CPA

Interview with Kristine Nelson, CPA, MPAcc Tax Day is around the corner, so if you haven’t filed yet—time is ticking. While the new Tax Law may be intimidat...

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