Finances

Avoid Senior Scams During the Holidays

The Lake Oconee Boomers Team

Scams targeting the elderly are nothing new, but the holiday season brings out the scammers in force. Con artists know ...

The Looming Threat to Retirement Security We’re Ignoring

The Lake Oconee Boomers Team

More than a decade into the longest-running bull market in history, there’s an uncomfortable truth most people would rather not ...

5 Things to Look for When Hiring a Financial Advisor

The Lake Oconee Boomers Team

Do you know how to go about finding and hiring the right financial planner for your individual or family needs? ...

Talking Turkey: 7 Tips for Discussing Your Elderly Parents’ Estate Plan During the Holidays

The Lake Oconee Boomers Team

Sometimes special occasions like Thanksgiving offer great opportunities to have heart-to-heart conversations with the people we care about. Glenn R. ...

Holiday Shopping Avoid Debt

8 Tips to Smart Holiday Shopping and Not Going Into Debt

The Lake Oconee Boomers Team

Next week is Black Friday and the official start to the 2019 holiday shopping season. Consumers are expected to spend ...

3 Things Retirees Should Consider When Deciding Whether To Rent Or Own A Home

The Lake Oconee Boomers Team

Home ownership has long held an honored position as an integral part of the American dream.  But when retirement time ...

3 Tips For Guarding Your Money Against Inflation

The Lake Oconee Boomers Team

Inflation may be creeping up on Americans, which could mean your investments and retirement savings won’t be worth as much ...

Senior Scams Are on the Rise: Tips to Protect Yourself and Your Loved Ones

The Lake Oconee Boomers Team

Have you ever received a suspicious phone call or email? Your parents or elderly relatives most likely have. Police and ...

Top 10 Dangers and Opportunities for Seniors

The Lake Oconee Boomers Team

Top-Rated Trusts and Estates Attorney John O. McManus Summarizes Proactive Planning That Seniors and Their Loved Ones Should Undertake Now ...

3 Reasons You Should Never Let Your Employer Choose Where to Invest Your 401(k)

The Lake Oconee Boomers Team

Among employers offering 401(k) retirement plans today, 90 percent automatically put employees’ money into a Target Date Fund (TDF). And according ...

Happier, Healthier and Younger in Retirement

The Lake Oconee Boomers Team

By Fred Sievert We all understand and appreciate the need for sound financial planning during the years preceding retirement. Who ...

lower interest rates

Why Lower Interest Rates Aren’t Good News for Retirees

The Lake Oconee Boomers Team

By Nahum Daniels Interest rates keep dropping, causing rising concern among some retirees, financial experts say. That’s because, while cutting lower ...

Retiring Without An Income Plan Is Like Flying Without GPS

The Lake Oconee Boomers Team

After decades of work, easing into retirement can be an exciting time. But the luster can wear off quickly if there’s ...

Tips to Ensure Your Retirement Savings Last for Your Entire Life

The Lake Oconee Boomers Team

Regardless of age, most individuals share a common financial goal: to retire with the confidence that they have enough money ...

Ask These 5 Questions Before Choosing a Savings Account

The Lake Oconee Boomers Team

Breaking up is hard to do, but there’s one relationship you may want to reconsider — the one with your ...