Miscellaneous

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…

Honoring The Wishes of Those Who Didn’t Want a Funeral

16th Aug, 2022

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Honoring The Wishes of Those Who Didn’t Want a Funeral

From: www.nextavenue.org

Loved ones who are grieving may ultimately make different decisions

Funerals, shivas, memorials and other rites that mark a death are a fact of life. They bring together people to mark the deceased’s life and passing, while providing comfort, support and a sense of community. But more and more, people are opting not to have a traditional service or rite,…

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…

‘I’m Done With Crypto’: Voyager Bankruptcy Rocks True Believers

8th Jul, 2022

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‘I’m Done With Crypto’: Voyager Bankruptcy Rocks True Believers

From: www.fa-mag.com

Crypto investors are known for their devotion, but their confidence is cracking as the latest company collapse rattles the industry.

News that customers of bankrupt broker Voyager Digital Ltd. likely won’t get all their money back has struck a new kind of fear into those already whipsawed by the sector’s swift declines.

Crypto traders often shrug off steep losses, arguing they’re holding…

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…

Mortgage Mistakes That Cost You Thousands

23rd Jun, 2022

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Mortgage Mistakes That Cost You Thousands

From: homeguideplan.com

It’s no secret that getting a home mortgage loan can be expensive. But many people don’t realize that just because you’re approved for a loan that isn’t the best deal out there. Several mortgage mistakes can cost you thousands of dollars over the life of your loan. This article finds many common mortgage mistakes and how to avoid them. It also provides tips…

7 Inflation-Fighting Strategies for Clients in or Near Retirement

8th Jun, 2022

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7 Inflation-Fighting Strategies for Clients in or Near Retirement

From: www.thinkadvisor.com

Inflation is at the highest level we’ve seen in decades. This has affected virtually all aspects of our economy and the finances of many Americans. A group of clients who could be especially susceptible to the impact of inflation are those in or near retirement.

Here are some strategies to help this group of clients…