3 Ways to Help Senior Clients Through the COVID-19 Pandemic

3 Ways to Help Senior Clients Through the COVID-19 Pandemic

from Thinkadvisor.com / By Christopher Ciano and Cara McNulty While the impact of the COVID-19 pandemic has affected us all, it’s no secret that seniors are more prone to feelings of isolation than others—even outside of times of social distancing. No matter the...
Understanding Whole Life Insurance

Understanding Whole Life Insurance

Whole life insurance is one type of permanent life insurance that can provide lifelong coverage. It provides a variety of guarantees, which can be appealing to someone who doesn’t want any guesswork after buying life insurance. Whole life insurance combines an...
I.R.S. Free File For Retirees and Seniors

I.R.S. Free File For Retirees and Seniors

WASHINGTON – Seniors and retirees whose incomes are under $69,000 a year should explore IRS Free File for free online tax preparation. Seniors are among the key constituents for Free File which has served 57 million taxpayers and saved them $1.7 billion since the...