safemoneynick

M

Should You Move When You Retire or “Age in Place?”

People’s goals tend to align as they get older. They prefer to stay in their own homes for as long as possible, maintain their independence, and only seek assistance from family and friends when absolutely required. Aging in place refers to the practice of remaining in one’s own home throughout their retirement. However, successful aging […]

Should You Move When You Retire or “Age in Place?” Read More »

Messina

Core Values

As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride in telling us we are not), know a better way to go about planning for the future than we do. While certainly, there are new

Core Values Read More »

Messina

Distracted?

While there is no way of predicting how things will play out in the financial markets in the coming months, allowing yourself to become distracted and unsettled by volatility will likely lead to rash decisions that can disrupt your well thought out long-term plans. Instead, stay focused on what you can control. This means sticking

Distracted? Read More »

Messina

Managing the Cost

The cost of long-term care is significant and is something that most retirees will face. There are a few ways those costs can be covered, and you may not be aware of them. The obvious ones include self-funding or purchasing long-term care insurance. But did you know that some Fixed Annuity products that provide you

Managing the Cost Read More »

Messina

Unsettled

After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety that exists when questions like when should you start withdrawing funds, how much is too much, will you have enough money to cover unexpected expenses, what if you outlive your

Unsettled Read More »

Scroll to Top

LET'S GET SOCIAL

CONNECT WITH US