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Mar 28, 2022 | Retirement & Investing Money Management

How to Find Affordable Life Insurance Plans for Seniors

It is possible to find and buy affordable life insurance as a senior. The tips & information we’ve included here will help you find the coverage you need.

Jun 9, 2021 | Retirement & Investing Money Management

Watch Out for These MLM Scams & Pyramid Scheme Companies

Here’s what you need to know about MLMs and pyramid schemes and how they work.

Apr 29, 2021 | Retirement & Investing Money Management The Sum Up

The Sum Up: 11 Questions to Ask Financial Advisors

US News recently published an article with questions to ask a financial advisor before you commit to hiring them. Here are the questions we recommend.

Jan 20, 2021 | Retirement & Investing Money Management

When is the Right Time to Establish a Revocable Trust?

We’ll give you the information to understand what revocable trusts are, how they work and whether you should establish one as part of your estate.

Jan 12, 2021 | Retirement & Investing Money Management The Sum Up

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

Oct 15, 2020 | Mortgages Retirement & Investing The Sum Up

The Sum Up: How to Use Home Equity in Retirement

A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.

Jun 24, 2020 | Retirement & Investing The Sum Up

The Sum Up: Why I'm investing in real estate to fund my retirement

A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.

Feb 28, 2020 | Retirement & Investing The Sum Up

The Sum Up: How Much Americans Have Saved for Retirement

Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.