Finance & Legal

Smart guidance to help you plan, protect, and thrive. From managing money in retirement to understanding legal documents and estate planning, find expert advice tailored to the needs of older adults and their families.

Finance & Legal

What To Think About Before Leaving Your Home To Your Children

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The Senior Outlook Today Team

By Ric Runestad Owner of Runestad Financial Services It’s always interesting to hear people talk about their home.  Many view ...

Finance & Legal

Planning for your Retirement on a Single Income

BY
The Senior Outlook Today Team

By Kirk Jewell Founder and President of Global Financial Services Retirement can seem like a daunting idea and one that ...

Finance & Legal

The Checklist for When Your Retire

BY
The Senior Outlook Today Team

By Chip Hollingsworth, Founder of Federal Employee Benefits Education Agency When planning for anything, whether is a new project around ...

Finance & Legal

Recession-proofing Your Finances

BY
The Senior Outlook Today Team

By Michael Tove Ph.D, CEP, RFC In the decades since the end of the Great Depression, investment markets were predictable ...

Finance & Legal

How to Create Your Private Pension Plan

BY
The Senior Outlook Today Team

By Bill Demaree Unfortunately, pensions are largely a thing of the past, placing more responsibility on individuals than ever before. So ...

Finance & Legal

Achieve Financial Independence by Understanding Your Household Cash Flow

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The Senior Outlook Today Team

By Dr. Stanley Riggs Building wealth and achieving financial independence is like losing weight or quitting smoking. It is simple, ...

Finance & Legal

A Healthful Guide to Planning for Medical Expenses

BY
The Senior Outlook Today Team

By Jerry Linebaugh II I’m an estate planning educator (not “estate planner”). I help plan lives, mostly focusing on finances ...