Senior Finance and Investment News, Trends and Tips

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Most Reputable Financial Advisors for Seniors

The most reputable financial advisors for seniors are the ones who are not only knowledgeable and...

Social Security Death Benefits

Social Security death benefits are paid out to eligible surviving spouses, children, and sometimes other relatives. Social Security will pay out a lump-sum b...

How to be a More Socially Responsible Investor

It’s becoming increasingly common for American investors to take part in socially responsible investing. Taking part in an investment strategy that will both...

What Are the Characteristics of Emotional Spending?

Are you an emotional spender? With the turmoil and uncertainty from the pandemic, more Americans are emotionally spending their money to try to deal with the...

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Understanding Generational Wealth

What is generational wealth?In simple terms, generational wealth is wealth that is passed down from generation to generation. This wealth can come in the for...

The Mid-Year Financial Check-In

When you started your financial planning for 2020, odds are you did not account for a pandemic that would shut down the economy and drive America to record u...

Senior’s Guide to Dealing with Canceled Travel Plans

It’s distressing that travel plans are being canceled for the foreseeable future during the COVID-19 pandemic, but it is possible to manage cancellations and...

The Importance of Reviewing Your Homeowners Insurance

Homeowners insurance can be tricky. It’s a necessity when you own a house or property, but coverage options and policies all differ. It’s important to review...

The Best Books for Senior Investors

We never stop learning throughout our lives, and our financial knowledge is no exception. Passing the time with a good book can sometimes come with the added...

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