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Money

Data Reveals COVID-19 Impact on AGEIST Demographic

We recently completed a survey of 804 verified people in our group to better understand how the pandemic may have affected people's outlook on...

Life Transitions Can Upend your Financial Well-Being

Fact one: Life transitions happen. Fact two: Life transitions typically carry with them a financial ramification and they rarely add to your wealth. Sometimes...

Investment in Over 50s is Heating Up. Primetime Partners Launches Fund for Older People

Last week, Primetime Partners Fund launched with renowned investor Alan Patricof and Abby Levy. The fund specializes in investing in companies with over-the-age-of-60 founders,...

Creating a Virtuous Circle: Impact Investing

The best way to predict the future is to create it. For most of us, the COVID-19 pandemic has been a horrific awakening, exposing weaknesses...

5 Answers to Retirement Investing in Low-Interest World

The world is full of investment risk and, contrary to recent predictions, interest rates have not gone up, but are now falling to historic...

Annuities

With the massive appreciation of real estate in the last 15 years, and the desire to downsize and perhaps move to a more urban...

Late-Life Finances

We recently spoke with Scott Brewster, CFP®, MBA, EA when we were doing research on the effects of longer work life and actual living life...

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