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Older women, African Americans, and Hispanics are especially vulnerable, according to the Economic Policy Institute.
New Census data shows the lifestyles of the 65-and-older set as anything but golden.
One U.S. foreclosure crisis is being ignored: underwater homeowners age 50 and older.
TheStreet: Ten thousand of us turn 65 daily. Where will we sleep? Nobody really knows. Experts say there is a real shortage of affordable housing for the nation’s seniors.
TheStreet: With house rents climbing, retirees may want to consider a number of alternatives—from staying with family to communal living not unlike the “Golden Girls,” via senior housing outfits who match up potential roommates.
TheStreet: With so many Americans undersaved, nearly a third of working adults are likely to help out their parents financially in retirement. Yet almost half of families have never broached the subject.
If you don’t understand your senior clients and their chief concerns, many will end up leaving you for it. Here’s one of the biggest causes of losing older clients and ideas for how to help and keep them instead.
Is it time for an educational seminar aimed at women clients and prospects? Perhaps. A study finds that an 'alarming' percentage of women don't have a grasp on retirement planning.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025