Caring for your aging parents can feel complex and emotional, but also rewarding. Here are the steps you can take to create your plan of care.
How to Care for Aging Parents
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How to Prevent Identity Theft
Follow these tactical steps to prevent identity theft and keep your personal information out of the wrong hands.
Retirement Messages: Crafting the Perfect Send-off for Family, Friends, and Colleagues
Finding the perfect words to make your friend, family member, or colleague feel celebrated can be challenging. Here’s how to craft memorable and creative retirement messages.
How to Avoid Child Identity Theft
Get an in-depth understanding of child identity theft, how to detect this crime, and preventive steps your family can take before it’s too late.
What to Do if Your Identity Is Stolen
The FBI found that senior citizens lost almost $1 billion due to scams in 2020. The average loss per victim over age 65 was $9,175—but nearly 2,000 American seniors lost $100,000 or more. Here’s what to do if identity theft happens to you.
What Is An Immediate Annuity and When Do Payments Start?
Are you approaching retirement? If so, have you lowered the risk you’re taking on in your investments yet? If you haven’t, 2023 probably stressed you out. Last year we saw several factors affecting the financial health of retirees: inflation was a big one.
Everything You Need to Know About A Special Needs Trust
Whether you have a special needs child or grandchild—or you yourself have special needs—you probably feel the importance and the challenge of meeting your financial needs, too.
10 Reasons to Attend a Financial Seminar (Before You Retire)
Maybe you’ve wondered, is a financial seminar legit? Will you just be sold to? Most importantly, is it worth your valuable time?
The Best Retirement Planning Books in 2023
There’s a level of deep, holistic learning and “aha!” moments you get from retirement planning books. Here are the reads we suggest for family, friends, and clients alike.
Why Is Succession Planning Important?
Written by Pete Benson, Co-founder of Beacon. Unfortunately, all good things must come to an end: Your favorite TV series, a bowl of ice cream, your time overseeing your...
Estate Planning for Small Business Owners
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
The Best Retirement Party Games (For an Unforgettable Event)
Whether you’re throwing your own retirement party or planning one for someone else, we’ve got you covered with seven unforgettable retirement party games (that won’t make anyone cringe).
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