by SilverandSmart | Aug 15, 2024 | Family, Retirement Planning, Wellness
You may think that estate planning is only for the wealthy but that is not always true. If you have a family, own a business or any assets such as a home, car, savings accounts, or retirement funds, you might benefit from having an estate plan. What is an Estate Plan?...
by SilverandSmart | Aug 7, 2024 | Insurance, Retirement Planning
As you near retirement, you’ll have many new financial decisions to make. A big one is deciding what to do about life insurance. You may be losing your policy from your employer, meaning you should determine whether to purchase a new policy yourself. Since there are...
by SilverandSmart | Apr 19, 2023 | Retirement Planning
One in six retirees is now considering rejoining the workforce. For many people, this decision is a financial one. Some retirees are finding they need to bolster their retirement income to keep pace with inflation and rising costs, whereas others just want a little...
by SilverandSmart | Nov 8, 2022 | Family, Retirement Planning
College has gotten a lot more expensive since you went to school. Many grandparents are in interested in helping their grandchildren afford a university education without going into major debt. There are several options for college funds for grandchildren. College...
by SilverandSmart | Feb 8, 2022 | Family, Retirement Planning
Are you thinking about all that’s involved with aging in place – either for your parents or for yourself? You’re not alone. A study from Capital Caring Health found that the vast majority of Americans over the age of 50 – nearly 90% — want to age in place. Of...
by SilverandSmart | Jan 30, 2022 | Insurance, Retirement Planning
Let’s face it: Financial security is among the most important things to achieve in life. It improves your quality of life, helps prepare for the unknown and protects your family financially. That’s why investing in life insurance should be a no-brainer. Surprisingly,...
