- Amy Armstrong
Centenarians: the new face of retirement planning
There’s a reason that greeting card companies have increased production of “Happy 100th” birthday cards over the last decade.
Longer lifespans mean retired people are in greater danger of running out of their money. That’s less of a problem when a financial advisor seeks to plan a client’s retirement
Men and Women Make Decisions Differently
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Apr 19, 10:55 am
Centenarians: the new face of retirement planning
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Mar 13, 14:15 pm
People are Realizing They Must Retire on Their Own Money
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Mar 13, 10:34 am
The Simpler You Make Things, The Easier It Is For Them To Make Decisions
They grew up during the worst economic straits the country had ever seen, then went on to defeat the forces of fascism.
- Jane Meggitt
Helping Clients Plan a Secure Retirement
When you’ve been in the financial advisory business for 40 years, you have a good perspective on what works and what doesn’t.
- Joel Kranc
A Customized Approach
The Florida-based wealth management team puts education above all else to ensure individual strategies are given to each client
- Matthew D. Edward
Understanding the Plight of Seniors in Transition
As seniors age and become less independent and in need of assistance, their adult children often face the difficult choice of whether to hire a home caregiver, or to even move their parents into
- Amy Armstrong
Each Retirement Plan Needs its Own Road Map
Hope for the best; plan for the future. When the years of planning for your retirement transform into the years of actually living out your retirement, expect reality to be somewhere in the middle.
Eighty percent of retired NFL players go broke in their first three years out of the league, according to Sports Illustrated. Mario Henry was one of them.
- Matthew Edward
Newly Retired Attracted to Wilmington, North Carolina Firm
David Shucavage, president of Carolina Retirement Planners, strives to make complicated financial concepts simple for his clients — a trait he defines as a core competency, and one that
- Leo LaGrotte
The Pros and Cons of Marriage in Retirement
The number of couples older than 50 who were living together outside of marriage more than doubled between 2000 and 2010, and has continued to climb. It isn’t that older adults are afraid of
- Advisors Staff
For Millennials, A Fresh Advisor
Older millennials—the generation born between 1983 and 2000—might struggle to find an advisor who genuinely understands their needs.
- Advisors Staff
Retirement Is a Unique Journey
Retirement presents different challenges and opportunities for everyone.
- Advisors Staff
Life Changes Require Trusted Advisors
Divorce often leaves people in confusion struggling with a combination of loss, anxiety, and coming to grips with what’s next.
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