Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Spending

Found 114 Articles.
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How to Create Your Own Personal Retirement Bank with Life Insurance

May 19, 2020

Have you heard of the “Secret 770 Account” and “The President’s Account?” Or maybe you’ve seen these: Banking on Yourself® or “Infinite Banking?” Or perhaps even these: “Becoming Your Own Banker,” “The Personal Bank,” or “The Retirement Miracle?” If you read financial publications, especially online, you almost certainly have come across some of these. You’ve […]

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How To Protect Your Social Security Benefits from Identity Theft

April 22, 2019

Identity theft continues to grow, and your Social Security benefits are a favorite target of the identity thieves. After the thieves obtain your Social Security number and other personal information, they apply for benefits in your name (if you aren’t already receiving benefits)… and then have the money deposited in their own accounts. If you’re […]

How Seniors Can Better Protect Themselves from Financial Fraud

November 27, 2018

Many believe that Wall Street and the financial services industry exist primarily to siphon money from people through high fees, excess trading, complicated products and other means. But a significant segment of the financial world is working to protect seniors from being abused or conned… And new rules are helping the change. In fact, in […]

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The # 1 “Overlooked” Retirement Expense

November 21, 2018

It’s the “forgotten” outlay in most retirees’ finances. It is also one of the largest expenses in the budgets of those 65 and older… yet completely taken for granted by both individuals and finance professionals alike. The expense?  Transportation. Transportation accounts for 16% of annual spending by Americans 65 and older, according to the Bureau of […]

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How to Raise Emergency Retirement Cash

October 30, 2018

Retirees depend on their nest eggs for much of their cash. When money is needed, they plan to raise it from either income generated by the nest egg or sales of assets, such as mutual funds or stocks. And most people enter retirement with no other ways of raising cash. Selling more assets to raise cash incurs costs. One […]

Steps To Protect Your Financial Accounts

October 11, 2018

Even the largest firms are unable to keep their data systems from being hacked. That’s why it’s important to aggressively protect your financial accounts from hacking. This article presents a good review of the actions to not, and not to take, to maximize protection of their accounts. You should also be wary of calls, texts […]

Scams That Target The Elderly

September 14, 2018

This article from Charles Schwab & Co. explains why scam artists like to target the elderly and discusses steps you can take to avoid scams. One of the best ways to help protect yourself from financial exploitation is to stay connected to the people in your life. Scam artists often befriend lonely older people, only […]

Are You Saving Too Much for Your Retirement?

July 27, 2018

The media regularly run headlines about how Americans are unprepared for retirement, primarily because they haven’t saved enough. But there’s another view that doesn’t receive as much attention. In this view, many people might be saving too much for retirement. That could be good news for their heirs, but they could be shortchanging themselves. And […]

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