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
How to Nurture, Grow and Protect Your Retirement Savings
After working for decades, you are finally ready to retire. While you are looking forward to having your days to ...
Finance & Legal
Know Your Medicare Options to Enjoy Retirement
By Jim Merklinghaus When turning 65, we’re faced with a health care choice, and it comes down to your desired ...
Finance & Legal
7 Tips for Creating Your Own Rainy Day Fund
By Michael Foguth Automate your Savings It is a good habit to start saving from your income checks on a ...
Finance & Legal
7 Step Strategic Spending Plan for the New Year
With many Americans still waiting for pay raises after years of flat wages, people need to learn to do more ...
Finance & Legal
5 Ways to Increase Your Tax-Free Income
By Bill Demaree When considering the things to keep in mind when trying to increase your tax-free income from a ...
Finance & Legal
Selling Your Business? What You Need to Know to Make it Succeed
By Chuck Richards Over 90 percent of business sales fail. It’s a stunning figure and a warning to all baby ...
Finance & Legal
What Comes Around
What the investment lessons of 2008-2009 can teach us about our strategies today By Kurt Fillmore President, Wealth Trac Financial ...





