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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...

The Best Books for Senior Investors

We never stop learning throughout our lives, and our financial knowledge is no exception. Passing the time with a good book can sometimes come with the added...

How Charitable Gift-Giving Can Save You Money

The old adage “you get more than you give” takes on a literal meaning when it comes to reducing taxes through charitable giving. However, this year’s new tax...

What Type of Long Term Care Should You Plan For?

Long term care and healthcare costs are a part of growing older, and they can be financially devastating to individuals and families who have not prepared fo...

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4 Ways to Financially Prepare Yourself for New Medical Challenges

Growing older comes with benefits such as retirement and getting to enjoy the golden years, but if you aren’t financially prepared — especially for unexpecte...

Sage Financial Advice: Prepare for the Worst

Paul Merriman provides sound investing for every stage of life. He has worked in the financial space for over 50 years and his sage advice and dedication to ...

Do I Need a Financial Advisor? - A Quick Assessment

If you’ve recently begun to ask yourself: “do I need a financial advisor?” the answer is likely yes. Most people could benefit from the services of a financi...

Exploring Financial Software: MaxiFi Planner

Financial software is changing the way that workers are planning for retirement. Now, millions of Americans are dealing with the economic fallout of the COVI...

Financial Opportunities for Minority Americans

There are financial opportunities for minority Americans that slip through the cracks each year. From grants for minority-owned businesses to help with every...

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