Newsletters

31st Aug, 2022

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By Mallory Edens

As people age, we can tend to become more insular and have fewer human connections. But humans are social creatures; it is in our nature to want to connect with others. Though the age of social media has brought with it new tools for making connections, there’s something to be said for meeting face-to-face. Here, we offer a few tips for rekindling old connections and making new ones.

29th Aug, 2022

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By Mallory Edens

After spending your life working and creating an estate with some help from Retirement and Estate Advisors and Professionals, the last thing you want is to struggle in your golden years. However, financial struggles can fall on anyone. If you are facing self-doubt and wondering how to bounce back after financial issues, consider this brief guide to help you get back to financial stability.

Find Ways To Relieve Stress

Start by taking a…

25th Aug, 2022

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By Lyle Solomon

No matter how much money you make or where you are in life, you will always have to choose between spending and saving. And when it comes to big financial goals, like paying off debt or saving for retirement, it’s not always clear which one to work on first.

You will have a better financial future if you choose to save or pay down debt instead of spending any extra money you might…

9th Aug, 2022

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By Mallory Edens

House flipping sounds simple — and it can be! You buy a property that needs work. You complete the work at a good price and sell the house for an amount more than the original purchase price plus the cost of renovations. However, misconceptions about this type of endeavor stop some seniors from trying it. Learning the reality of flipping can help you understand how you can make a…

2nd Aug, 2022

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By Mallory Edens

A recession can inspire dread in most people in Lake Mary, FL. It’s difficult to prepare for such a worst-case situation. During a recession, you hope you can survive — but you can choose to thrive by following a few tips.

Manage Your Household Budget

One step to help you thrive during a recession is budgeting. Track your income and spending habits while ensuring everyone in the household understands the motivation…

13th Jul, 2022

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By Mallory Edens

Finding your forever home in your golden years might seem like it’s an impossibility now that you’re older and more set in your ways. Nonetheless, it is still a possibility if you’re willing to keep an open mind about it. Today, Retirement Estate Advisors & Professionals has some tips and resources to help you get started.

Find Your Dream Home

Finding your dream home when you’ve just gotten married is, undoubtedly, the next…

7th Jul, 2022

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By Mallory Edens

Many seniors own and run their own businesses in retirement. In a way, if you are doing what you love, are you really retired? Most small businesses are actually owned by those 55 or older, called encore entrepreneurs.

According to SCORE, a nonprofit organization of over 10,000 small business mentors funded by grants from the U.S. Small Business Administration (SBA), “even though 21% of the U.S. population is over age…

27th May, 2022

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By Mary Shannon

Individuals often move after retiring. Perhaps they were forced to relocate for work and now want to return to their hometown to be closer to family or travel to a place with a warmer climate, less congestion, or more privacy. Many downsize to a smaller house or go to a place with a lower cost of living to account for a smaller income as part of their retirement plan.

If you are among…

1st Jul, 2021

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Strategies for Managing Lifestyle Inflation

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

More money means more spending power.

When a promotion at work or a lucrative investment puts more money in your pocket, you’re naturally inclined to treat yourself. But are you still finding the right balance between spending and saving for the future?

Keep these guidelines in mind if you want to keep lifestyle inflation under control.

Recognizing the Trend

Lifestyle inflation is…

17th Jun, 2021

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Estate Planning in 2021 and Beyond

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

The new administration has proposed tax changes that could affect estate planning for the wealthy.

While these proposals may not pass, they offer an important reminder. No matter what, it’s important to remain alert to how the tax code can affect investments and the assets we want our families to inherit.

And while it’s hard to act in the…