Archive for the ‘Financial & Estate’

  • The Senior Retirement Dilemma…Now What?
    Senior Retirement Planning by Karl Edmunds :: For many seniors, the door to retirement is not all it is cracked up to be. Some have lots of time but no money and can’t figure out what to do. Others have money but can’t get out of the work mode and claim no time to relax and look at alternative activities. What drives most of the uncertainty is the unrelenting ...
  • How Senior Citizens Can Manage Their Life Insurance Policies
    Life Insurance Managment by LeRoy Matticks :: One aspect of retirement portfolios that frequently gets overlooked is life insurance. It is easy to remember the amount of coverage in place but what else? Have you had an “in-force” policy illustration run lately? It is possible that the life insurance plan you bought in the past will not last as long as you initially ...
  • Seniors: Learn How to Prevent Financial Disaster When You Get Married
    Senior Marriage by Karl Edmunds :: Seniors are still a frisky group. Many elderly people are actively seeking meaningful long term relationships. Still others start out just hoping for new friendships and find the relationship evolving to marriage. Regardless of the path, marriages among senior citizens can be tricky and if they are pursued without some very honest ...
  • Are Retirement Products Meeting the Expectations of Senior Citizens?
    Senior Retirement Planningby Karl Edmunds : : Over the past couple of years, seniors have experienced disastrous portfolio losses due to economic conditions and sadly these principal losses are often very difficult to recover due to a lack of time. Historically a casual conversation among friends about retirement issues would more than likely focus on monthly investment ...
  • Financial Plans for Seniors do not need to be Complex
    Investing & Saving Wisely :: by Karl Edmunds :: For seniors approaching the time of retirement or for those living on retirement income, a workable financial plan is vital but the older we get, it is important to use a plan that is basic, simple to manage and easily understood. Studies suggest that young people in their 20s and seniors in their 70s are much more ...
  • Social Security is MY MONEY, and I Want It Now
    Social Security Benefits :: by Karl Edmunds :: At times in the past few years, I have bought into the growing cynicism among senior citizens regarding the unlikelihood of collecting Social Security in retirement. In a casual conversation often you hear people say, “I don’t expect any Social Security to be available to me when I retire.” I too, have declared this ...
  • Financial Calculators are Only Tools Not the Final Answer for Senior Retirement Planning
    by Karl Edmunds Financial Calculator - Retirement Planning :: by Karl Edmunds :: If good retirement planning for seniors or anyone for that matter required only the output from a trusty financial calculator, then why would we ever need an advisor? If you look on the internet, you can almost get overwhelmed with the vast array of financial, retirement and mortgage calculators ...
  • Senior Insurance & Estate Planning Services :: The Legacy Funding Group
    The Legacy Funding Group - Estate Planning AdvisorsFor many seniors and elderly people that have implemented a solid retirement plan and estate strategy that takes care of personal and family needs, thoughts often move to legacy gifts that will provide long term benefits to your most important charities, non-profit organizations and churches. Plan Retirement recommends ...
  • Senior Financial Services :: the Paladin Registry
    The Paladin Registry of Financial AdvisorsToo many seniors suffer tragic financial losses from so called financial advisors that are unlicensed or unprepared to discuss sophisticated financial planning techniques and tools.  In promotional and marketing materials everyone claims high levels of expertise but unfortunate the actual experience of seniors throughout the country ...
  • Is There An Alternative to CDs for Senior Retirement Planning?
    Protecting Assets with Annuities There are seniors that take great pride in the diligent manner they saved money for retirement, and deservedly so. They speak with great pride about the monthly percentage of their income they set aside for retirement. And I am not about to diminish that discipline because without systematic saving during productive work years, there would ...
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