Retirees & Seniors Financial Wellness

Are you thinking about retirement? Getting a handle on preparing your budget by making smart choices puts you ahead of the game. You may find there are certain sacrifices you just aren’t willing to make that may prohibit you from retiring or starting the next life chapter.  You have been working hard; now retire smart.

Are you a senior caregiver, or approaching retirement with a wide variety of concerns? We’ve got you covered. We can provide materials specific to:

  • Social Security
  • Medicare
  • Benefit programs
  • Senior discounts and bargains
  • Investing
  • Long-term care
  • Estate planning; and
  • Other topics that many seniors face.

Our workshop is designed to be coupled with follow up one-on-one coaching/counseling sessions to address these topics in more detail. We are available for presentations at senior centers and to other senior groups, especially if on-site facilities for follow up coaching are available.

Senior scam victims in the United States hand over more than $2.6 billion to crooks every year, according to recent newspaper reports, with as many as one in every five seniors losing money. Don’t let yourself fall victim. Although today’s senior citizens may be mentally sharper than ever, they still make a prime target because they generally have more disposable income.

Our senior scam sessions provide education on how to avoid being scammed. Let us help you identify the most common senior citizen scams and teach you the actions you can take to avoid them.

In the Works: Hold tight, we’re working on a pre-retirement workshop on long-term care planning strategies for pre-retirees.