Smart Ways to Give Back and Keep More in Your Pocket For many retirees, charitable giving is more than just a kind gesture—it’s part of…
Charitable Giving Tricks to Lower Your Taxes
Posted in Slash Taxes, and Tax Loopholes
Author: Craig Wallin
Smart Devices That Offer Safety, Health Tracking, and Peace of Mind As more seniors choose to age in place, modern technology has stepped in to…
How Medicare Can (and Can’t ) Protect You
Posted in Aging in Place, and Medical Debt
Understand what’s covered, what’s not—and how to prepare for the gaps Medicare is a lifeline for millions of older Americans. If you’re 65 or older,…
Many Americans rely almost entirely on Social Security for their retirement income. If you’re one of them, you’re not alone—and you’re not doomed to struggle.…
Ask the Right Questions to Find the Right Fit for Your Retirement Goals Choosing a financial advisor is one of the most important retirement decisions…
Create Peace of Mind With These Essential Papers As we get older, it’s natural to start thinking more about the future—especially how to protect ourselves…
How to Use a Reverse Mortgage as a Retirement Income Tool
Posted in Aging in Place, and Reverse Mortgages
Make Your House Pay You a Monthly Income For many retirees, the biggest asset they own isn’t in a 401(k), IRA, or investment account—it’s their…
How ADUs and Tiny Homes Offer Privacy, Proximity, and Peace of Mind in Retirement As we age, our housing needs change—but our desire for independence, family connection,…
Use your expertise to help others—and supplement your retirement savings along the way After decades of work, you’ve built up more than just a career.…
Annuities + Investments: The New Retirement Income Blueprint
Posted in Annuities, Income Investing, and Safe Investing
How Combining Guaranteed Income with Portfolio Flexibility Can Create a Safer, Smarter Retirement Plan When it comes to creating dependable income in retirement, many investors…