Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Bucket List Retirement Trips

June 25, 2018

Summer seems to be the time to travel and the best thing about retirement is that you finally have time to travel.  Whether you want to see more of the United States or explore foreign lands, the following list will help you find the perfect adventure. Go to Europe Europe is still an attractive destination,…

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Social Security Depletion Timeline

June 18, 2018

Social Security has been a hot button topic for political pundits for decades. Many younger Americans fear that by the time they get to retirement age, the program’s funds will be so depleted that they will receive little, if any, benefits. A recent announcement from the Social Security Administration (SSA) proves that these fears are…

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Don't Ruin Your Retirement This Summer

June 11, 2018

Few Americans have employers that save for their retirements automatically. Pensions are going the way of the dinosaur. Therefore, Americans are required largely to save for their own retirements. This means that it’s important to make retirement savings a priority. This can seem like a boring life, and there may be a temptation to take…

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Thinking About Downsizing In Retirement? 

June 4, 2018

With the exception of those under 35 years of age, between 60 and 70 percent of the median household wealth in the US is tied up in home equity. Those within 10 years of retirement have about 40 percent of their net worth held outside of their home equity, and the number gets worse from…

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What Keeps You Up At Night?

May 28, 2018

For millions of Americans, it’s the question of how they will fund their healthcare expenses in retirement, according to a recent poll by Franklin Templeton. With the high costs of care, hospitalization, pharmaceuticals, and nursing homes, these fears are well-founded, though they may be overblown. With proper planning, healthcare costs in retirement are within the…

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Retirement & Healthcare: The Fight Is Yours To Win

May 21, 2018

When you think of retirement, you probably think of a relaxing lifestyle free from the stresses of a 40-hour workweek. Life could instead get more stressful due to rising health care costs, which is one of the most expensive post-retirement costs seniors must endure. The current generation likely doesn’t have access to a union or…

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Financial Scams: How to avoid them in Retirement

May 14, 2018

Sadly, unscrupulous people often prey on the most vulnerable among us, and too often that means our senior citizens are targeted. Even worse, in some instances these abuses can go unreported. Perhaps because of embarrassment or fear others will think it a sign of mental incompetence, the scammers go unpunished and can be free to…

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When Do You Say “Uncle”?

May 8, 2018

Recent market volatility has some investors thinking about their “uncle point”.  Yes, your uncle point, that moment when the market drops and you emotionally cannot stomach the loss.  Managing risk in retirement is important for many approaching or still navigating a successful retirement.  This level can vary wildly from one person to another. It is…

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The Cost of Long-Term-Care

April 30, 2018

Long-Term-Care is something that some Americans rarely discuss. This underdiscussed topic is something that could be life-changing for families, potentially saving them thousands in the long run. If you are in a position to have the conversation, the best time is to have it before it is necessary. What is long term care? Long-Term-Care is…

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