-
A new company allows Baby Boomers looking for cheap accommodation to connect with homeowners looking for trustworthy people to watch their house and pets.
June 10 -
As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.
June 9 -
Clients in their 50s need to save aggressively, pay off their mortgage and other debt, downsize and make the most of the tax breaks they deserve.
June 7 -
Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.
June 6 -
Despite increases in the cost of living for the elderly, clients may find affordable options even within the most expensive states.
June 2 -
For clients considering long-term care options, a move may be appealing if they find care options in other states that can help them save down the road.
May 31 -
Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31 -
Save clients big headaches by being aware of these RMD-related errors.
May 31 -
The ‘when’ of stock market ups and downs can be just as crucial as the ‘how much.’
May 31 -
Advisers can help with a mortgage strategy and squeezing out equity.
May 31