Forbes compared more than 750 locales in America, measuring everything from housing costs and taxes to healthcare and air quality. These are the top 25 cities for retirees. Before the Covid-19 pandemic, Timur and Pamela Lacey had flown from their Los Angeles-area home to Austin and Atlanta and were planning trips to Dallas, Savannah, Ga., Charleston, S.C., and the Florida Gulf Coast—all in search of a more affordable locale to [...]

There are a lot of misunderstanding about the Social Security rules. Some of these rules are coming into play more than usual during the Covid-19 pandemic, so it’s important to know the rules. A misunderstanding can lead to poor decisions and lower lifetime benefits. When someone is both working and receiving Social Security benefits, there is an earnings test that limits the benefits paid before full retirement age (FRA). Before [...]

From blocking your family's information online to carrying while retired, follow these top safety tips to protect yourself (View the video)

The senior population is growing fast, and with it, a growing body of knowledge about what it takes to be truly fulfilled in our golden years. What’s become clear is that even the most well designed financial plan can’t ensure happiness on its own; we also need good health, social interaction and a sense of purpose in life. As a trusted advisor, your challenge is to help clients plan ahead [...]

The senior population is growing fast, and with it, a growing body of knowledge about what it takes to be truly fulfilled in our golden years. What’s become clear is that even the most well designed financial plan can’t ensure happiness on its own; we also need good health, social interaction and a sense of purpose in life. As a trusted advisor, your challenge is to help clients plan ahead [...]

A pandemic like the one we’ve experienced with COVID-19 has completely altered financial strategies. It has upended revenue and profits as well as incomes. As if it wasn’t already challenging enough to save for retirement, a pandemic seemingly has put an end to retirement savings. Or, has it?  We asked a number of entrepreneurs, financial advisors, and investment experts on what they recommend doing with retirement strategies in the midst of [...]