RetirementGenius

04/01/2026

Long-term care is the blind spot many retirees miss. Learn why planning now matters, and how to protect savings, family, and independence before a health event forces rushed decisions.

More than two-thirds of people who make it to age 65 will need some form of long-term care. Here's what you need to know about insurance and other ways to pay for it.

03/25/2026

Many savers maximize a 401(k) but underuse their HSA. Learn how to build a medical cost buffer and create tax-smart retirement dollars with the right HSA strategy.

“An HSA is more than just a way to pay for current expenses,” experts tell us

03/18/2026

Don’t let an old life insurance policy lapse and disappear. Learn how a life settlement can turn a policy into cash today, and fund retirement or long-term care needs.

Millions of Americans own life insurance policies, but far too many are abandoned before they will pay a death benefit.

03/11/2026

With more retirees filing before full retirement age, timing matters more than ever. Learn a smarter framework for claiming benefits that balances cash flow today with income later.

Social Security is a critical part of most people’s retirement planning. But how do you figure out the best strategy for claiming?

03/04/2026

One hard conversation today can save thousands tomorrow. Get practical ways to start the talk early and align care, money, and expectations.

02/25/2026

Life insurance can be more than a death benefit. Learn the five essentials every senior-market professional should know about life settlements—and how to use them to expand client options.

As senior care professionals working, it’s vital to understand all the options available to enhance the financial well-being of your clients. One such option that is often overlooked is a Life Insurance Settlement.

02/11/2026

One hard conversation today can save thousands tomorrow. Get practical ways to start the talk early and align care, money, and expectations.

02/04/2026

Feeling trapped by unfair treatment from lenders or businesses? See how to contest debts, escalate complaints, and find legal help, even on a “do not help” list.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

01/28/2026

Social Security’s next decade is uncertain. Explore six scenarios experts see coming, and the moves to protect your benefits, budget, and retirement plan.

Here are six potential changes that are coming to Social Security sooner than you think.

01/14/2026

As Social Security reaches a crossroads, retirees need smart planning. Get expert takeaways to stress-test your timeline, benefits, and backup income if reforms stall.

The Social Security program faces crucial issues including a projected trust fund shortfall by 2033, an aging population that’s reducing the worker-to-beneficiary ratio and ongoing political gridlock.

01/07/2026

Turn your life insurance into care dollars. In this 62 Who Knew podcast, Chris Orestis, breaks myths and shares practical ways to fund aging in place, without draining your retirement.

Chris Orestis, President of Retirement Genius, joins 62 Who Knew to debunk outdated myths around life settlements and long-term care. In this eye-opening con...

12/30/2025

Starting late? Boomers can still build wealth. See expert moves to boost savings, income, and resilience, featuring insights from Retirement Genius founder and president Chris Orestis.

Starting late but still want to grow net wroth? Discover expert strategies for baby boomers to grow wealth, boost savings and secure financial freedom.