The Top 3 Investments for Retirees

Green Settlements Staff

Many hardworking adults look forward to the day when they can leave the rat race behind and retire. While retirement offers several perks, it also leads to new challenges. What you gain in free time, for instance, you often lose in income, and this can take a toll on your personal finances. When the paychecks […]

Financial Planning for Seniors on Medicare

Green Settlements Staff

Table of Contents: Understanding Your Medicare Options Weighing the Pros and Cons Medicare, the national health insurance program for seniors over the age of 65, is an essential resource for many older adults, and without it, a large portion of the population would suffer from a lack of access to affordable medical care. In 2018 […]

Finding Financial Relief After a Cancer Diagnosis

Green Settlements Staff

Table of Contents: The Physical and Financial Impact of Cancer Leveraging Assets to Pay for Treatment Combating cancer can be one of the most difficult challenges of a person’s life, and it is one that requires a great deal of mental, emotional and financial fortitude. Beyond the physical hurdles and side effects that coincide with […]

5 Ways Adult Children Can Help Support Their Elderly Parents

Green Settlements Staff

Table of Contents: Get a Joint Bank Account Cancel Unused Accounts and Services Subscribe to a Grocery Delivery Service Consider Assisted Living Facilities Stay Present and Positive In childhood, you depended on your parents not only for emotional support, but for sound reasoning and fiscal stability. As your parents near retirement age and walk away […]

Debt Management Strategies for Seniors

Green Settlements Staff

Table of Contents: Develop a Post-Retirement Budget Explore Programs for Seniors Adjust Your Lifestyle Consider a Life Settlement As a senior preparing for retirement, it’s a good idea to plan ahead so you can avoid losing your financial footing. Without a steady paycheck, it can be hard to handle medical bills, housing costs, everyday expenses […]

Helping Your Senior Clients Navigate a Health Crisis

Green Settlements Staff

Whether you’re a financial advisor, estate planning attorney or certified public accountant (CPA), as an expert working on behalf of your clients, it’s your duty to provide them with all the information they need to make sound financial decisions. If you work with senior clients, you understand that their needs shift and evolve as they […]

How Baby Boomers Can Make the Most of Their Retirement Funds

Green Settlements Staff

Table of Contents: Stick to a Budget Evaluate Your Healthcare Needs Downsize Where You Can When it comes time to clear off your desk, bid your co-workers farewell and enter the next phase of your life, will you be financially prepared for retirement? According to countless national polls and research studies, many older adults are […]

3 Questions That Can Help You Decide If a Life Settlement Is Right for You

Green Settlements Staff

Table of Contents: Are my insurance premiums becoming a burden? Have I experienced a major medical event or change in my health? How will my beneficiaries fare without access to my policy’s death benefit? When it comes to matters of the wallet, it can be tough to know exactly which potential purchases or investments will […]

The Rising Cost of Elder Care

Green Settlements Staff

Subtle shifts (and a few not-so-subtle transformations) are likely to take place as you get older, several of which will inevitably impact your overall quality of life. Everything from your health to the status of your social relationships can have an effect on your mental and physical wellbeing, and your personal finances are no different. […]

Should Your Parents Sell Their Life Insurance?

Green Settlements Staff

Table of Contents: What You Need to Know About Life Settlements When Is the Best Time to Sell? As your parents grow older, several transformations will occur that can have an effect on everything from their health to their finances. Sometimes seniors need help making decisions about their future, and they frequently rely on their […]

Understanding Different Types of Life Insurance

Green Settlements Staff

Table of Contents: What to Know About Term Life Insurance Permanent Life Policies and How They Work Shopping for a life insurance policy can be a daunting task if you haven’t done your research. Although the insurance world can be a tricky one to navigate at times, learning the basic concepts and terminology is half […]

It's All About Timing: When Should You Sell Your Life Insurance Policy?

Green Settlements Staff

Table of Contents: One of the most crucial factors affecting your life settlement payout is your age. Seniors with no beneficiaries or dependents have a lot to gain from a life settlement. Thanks to advancements in modern medicine, people are living longer than ever before. In fact, the United States alone is home to almost […]

Leveraging Life Settlement Money for Retirement

Green Settlements Staff

Table of Contents: Day-to-Day Expenses Medical Needs Assisted Living Reaching retirement age can be a bittersweet milestone for many people. On one hand, leaving your job or career presents a number of alluring perks: You can spend more time with your family and friends, focus on your hobbies and even take that trip to Greece […]

Life Settlements 101: A Beginner's Guide

Green Settlements Staff

Table of Contents: How Life Settlements Work Why Sell? Who Is an Ideal Candidate If you were tasked with compiling a list of your personal assets, what would be the first things that spring to mind? Chances are, you’d start with your tangible possessions: your house, car, jewelry or antiques. However, intangible items are considered […]

bbb seal