According to the United Nations, by the year 2050 more than 20% of the world’s population will be 60 years of age or older. Recognizing this increase in the aging population, coupled with individuals living longer, it is the mission…
It’s been said that health has more of an impact on our happiness than anything else. Some say financial contentment follows close behind, which makes the beginning of the year a perfect time to look at how we can improve our financial well-being.
As investors we all know things can turn on a dime. Take time to explore programs available to help you, your family, or friends when health or fortunes have changed direction.
Don’t wait until the last minute to educate yourself or to enroll! Medicare’s Annual Open Enrollment is Oct 15th to December 7th.
The changes and disruptions incurred in 2020 are well known and documented. But there is a new optimism, as roughly 80% of travelers have established plans during the next six months.
With so many changes in the financial markets, it’s a good time to evaluate your investments.
As people age, it can become difficult to find someone they trust to help them with their finances. At some point, it is likely that you or someone in your family will encounter a situation involving financial abuse of a senior.