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Understanding the Financial Obstacles Faced by Seniors

The financial landscape for older Americans presents significant hurdles, casting shadows over what should be their golden years. An insightful article delved into the key financial obstacles facing seniors and offered strategies to combat them. Here’s a digest of the…

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Avoiding Mistakes in Inheritance Planning

After the passing of a loved one, coping with emotions while receiving an inheritance can be a complicated experience. The loss of a loved one is sad but the influx of funds can bring joy or relief. It can be…

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Grantor Retained Trusts & Unitrusts

A critical component of estate planning is wealth management, especially for individuals who want to protect their assets and minimize taxes. Two wealth management tools used in estate planning are grantor-retained annuity trusts (GRATs) and grantor retained unitrusts (GRUTs). These…

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Financial Planning for Your Parents

The experts agree that you should not wait until your parent is in cognitive decline to discuss finances with them. It will take time to gather all the information you need for a complete financial assessment of their aging needs.…

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The Elderly Are Facing Financial Challenges

Financial difficulties are a reality for many older Americans, clouding the golden years for many. One article addressed some of the seniors’ biggest financial challenges and what they can do to fight back. What follows is a summary of the…

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Baby Boomers Are Not Prepared For Retirement

Bankers Life Center for Secure Retirement commissioned The Blackstone Group to perform a study of how prepared baby boomers really are for retirement, and the results are troubling. According to the survey above, the bleak financial reality of this demographic is…

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