By Patrick Baker ~ If you have a Google account, you’re in control of your data and the tools available to manage your account. But did you know you can tell Google how to manage your account as part of your estate plan? People use Google accounts and apps for email, creating and managing documents, […]

By Jeremy Laufer ~ On March 8, we observe International Women’s Day, a celebration of the social, economic, cultural and political achievements of women. Of course, women still tend to encounter more obstacles than men in the pursuit of financial security. Let’s consider a few of them.

By Jim Doyle ~ We have a few simple questions for you. 1) Are you a homeowner 62 or older?  2) Have you ever found yourself having to choose between buying food or medicine?  3) Have you had to put off a medical or dental procedure due to lack of funds?  If you answered “YES” […]

By Jeremy Laufer ~ For many of us, the COVID-19 pandemic may be putting a hold on dinner at the charming local bistro, but the spirit of Valentine’s Day cannot be extinguished. This year, perhaps more so than in the past, you may want to make your Valentine’s Day gifts even more meaningful. So, for […]

Time for New Year’s Financial Resolutions  Many of us probably felt that 2020 lasted a very long time. But now that 2021 is upon us, we can make a fresh start – and one way to do that is to make some New Year’s resolutions. Of course, you can make these resolutions for all parts […]

The upheaval of 2020 has upended many financial plans, causing people to reassess their retirement strategies. More uncertainty lies ahead in 2021 with regard to COVID-19 and its effect on the economy. In this unstable setting, keeping a retirement plan balanced is essential, but many people are missing an important piece – a whole life […]

By Alan Becker ~ 2020 has been a tough year for nearly everyone, and that may be especially true for retirees and those nearing retirement who suddenly are worried about whether their careful planning and years of saving could be upended by events beyond their control.

By Albert Lalonde ~ When starting a retirement savings and investment plan, the rule of thumb is the earlier, the better. For young professionals, that can be easier said than done. High rent, student loan payments, and modest junior-level salaries make saving a challenge. And now in this unprecedented year come the dynamics adding economic […]

We have a few simply questions for you. 1) Are you a homeowner 62 or older?  2) Have you ever found yourself having to choose between buying food or medicine?  3) Have you had to put off a medical or dental procedure due to lack of funds?  If you answered “YES” to any of the […]

By Jim Doyle ~ “When my husband died several years ago, I became the sole supporter of my household. I worked hard to make my house payments but found myself struggling, falling deeper into debt each month. My son encouraged me to get a reverse mortgage but I was stubbornly determined to go it alone. […]

By Jeremy Laufer ~ It’s almost Thanksgiving. And although 2020 may have been a difficult year for you, as it has been for many people, you can probably still find things for which you can be thankful – such as your family. How can you show your appreciation for your loved ones?

For most retired homeowners, living on a fixed-income is truly a challenge. Having little to no extra monthly income to cover unexpected medical expenses, home repairs or even basic needs like food and medicine in some cases. And, many do not have a financial safety net or children that can step in and help, they […]

By Albert Lalonde ~ The pandemic has brought the possibility that some older workers will have to retire sooner than they planned. One factor is that people 65 and above are considered to be among the highest-risk groups for severe illness from COVID-19. Thus, as the economy opens back up, baby boomers in particular are […]

“I heard I could get an investment where I couldn’t lose money, could keep up with the stock market, and it was FREE!” Seems made-up, right? Unfortunately, this is an all too common comment in the world we live in. Investors who are looking for lower costs, higher returns, and also safety – all wrapped […]