What’s on our mind? You can read our blog and learn something new. Whether it’s ideas from the industry, emerging trends or financial concepts, you can read about it here. And once in a while, we may throw in some other surprise. So keep checking in. We’re glad to have you reading along.
Michelle Paris, AAMS |
Wednesday, February 8, 2023
By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...
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Michelle Paris, AAMS |
Monday, January 23, 2023
With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...
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Michelle Paris, AAMS |
Monday, January 9, 2023
When you've worked hard to build your retirement savings, you want to ensure you're taking every preventative measure to protect it. Unfortunately, more and more fraudsters and scammers are weaseling their way into the lives of seniors...
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Michelle Paris, AAMS |
Wednesday, January 4, 2023
In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...
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Michelle Paris, AAMS |
Monday, December 12, 2022
In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...
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