by Sean Dailey | Sep 6, 2017 | Retirement Planning
Choosing to live in a 55+ community is a decision facing many upcoming retirees. The choice to move to a retirement community can come from a variety of reasons. Retirement communities may allow you to be with similar and more relatable peers, the activities that...
by Sean Dailey | Sep 1, 2017 | Trust and Estate
Probate may not be the most glamorous topic concerning estate planning, but it’s definitely an important one to think about. Depending on the planning and organization of an estate, the process can be very easy, or very difficult, for surviving family members. Here...
by Sean Dailey | Aug 28, 2017 | Life Insurance and Long Term Care
Life insurance is a valuable asset in the world of personal finance. Due to the perceived complexity of it, some choose to put little thought into it or avoid it all together. This can result in a missed opportunity. Life insurance can be beneficial for a variety of...
by Sean Dailey | Aug 28, 2017 | Retirement Planning
One factor of retirement planning that may often go unnoticed is interest rates. The highs and lows of Interest rates can have a huge effect on your pension. Before you make any major decision concerning your pension, learn how interest rates can help or hurt your...
by Sean Dailey | Aug 14, 2017 | Retirement Planning
The Department of Labor (DOL) Fiduciary Rule has been a popular topic of conversation in recent news but many consumers are still left with questions. These are the key things you need to know about the DOL Fiduciary Rule. The DOL Rule was formed in April 2016 to...
