Strategies with Trusts
How could a Trust help with Legacy Strategies? When might a revocable trust be good, versus an irrevocable trust? Join us for this short talk [...]
Knowing the Best Investment Approach for Your Retirement
When folks are preparing for retirement, they have a strategy to try and save, put money into an invest account and try to see it [...]
Retirees Underestimate the Importance of IDENTITY
It’s essential for retirees to understand their identity. When working, many folks have an identity tied to their work and the family responsibilities that consume [...]
2023 Mid-Year Assessment
Mid-year is the perfect time to assess where we are compared to the tumultuous fall of 2022. Watch the video, or read below for more [...]
Some Good News (At Last) For Long-Term Care Insurance
Interest rates are up, and many insurance carriers are reaping the benefits. Most invest a substantial portion of premiums in fixed-income securities until the money [...]
Local Fiduciary Releases MaxAMAZING™ Your Retirement, book and TV show
Local fiduciary Len Hayduchok, a certified financial planner and certified life coach, recently released his book, “MaxAMAZING™ Your Retirement: A Practical Guide for an Enjoyable and [...]
Could Rising Interest Rates Put Your Retirement Income at Risk?
Finding Your Balance You're Almost There: RETIREMENT But as that date quickly approaches, you may begin to wonder if you’ll really have enough income in [...]
Six Investments for Seniors in 2023
The recent bank closures have triggered both confusion and fear. We want you to understand the situation and safely plan when and how to move forward [...]
How High Interest Rates and Diversification May Affect Senior Investors
Most seniors are familiar with this saying: Don't put all your eggs in one basket. Diversification is important, to be sure, but it's also a [...]
When Should Retirees Consider Making a Trust?
If retirees want to leave as much money as possible to their heirs, they need to do tax planning to minimize the tax burden their [...]
