Blog

Nov 29 2018

For many in retirement, making the most of life after a career includes crossing long-coveted travel plans off their bucket list. If that sounds enticing, but you haven’t quite gotten your itineraries together, we’ve put together a few suggestions to help put some new adventures in 2019 calendar. The Freedom To Explore Clearly, one of […]

Nov 15 2018

Downsizing in retirement is not a new concept. However, the rise in popularity of tiny homes is adding a unique twist to the goal. In pursuit of simplicity and flexibility, and sometimes by necessity, a growing number of seniors are using small, often portable residences to be closer to family and enjoying the added freedom […]

Oct 18 2018

Continuous learning can keep your mind sharp as you age and can play a fundamental role in making the most of your retirement. However, retirement savings can limit your ability to be a lifelong learner. One option to free up some cash and secure your financial stability is a reverse mortgage or Home Equity Conversion […]

Aug 2 2018

What would peace of mind in retirement look like to you? Whether you plan to spend most of your time volunteering, working in a meaningful part-time job, or simply enjoying leisure activities to the fullest, financial security is crucial. A retirement on the horizon means answering important questions about how you’ll structure your finances to […]

Jul 19 2018

The most recent survey by the National Council on Aging showed that 75 percent of Americans over the age of 60 intend to stay in their homes the rest of their lives. However, the reality is that many seniors will leave their homes for unforeseen financial or health reasons. Despite the challenges of aging in […]

May 31 2018

While a Home Equity Conversion Mortgage (HECM), or reverse mortgage, can be a smart financial tool for those needing to supplement their retirement income, its possible ability to protect a well-funded nest egg is easy to overlook. As retirement approaches, even those with a solid financial plan may fear the damage an ill-timed market downturn […]

May 15 2018

With their children out of the house, many empty nesters consider downsizing their expenses, starting with a smaller home. If they haven’t bought a home in a while, they will find that much has changed in the mortgage process, especially since the 2007 subprime mortgage crisis. Aligning your expectations with the reality of today’s mortgage […]

May 10 2018

Retirement is one of the milestones most looked forward to in life. Work is done and free time reigns. Maybe you’ve always wanted to travel Europe, or take up sailing, or just live closer to your children and grandchildren, but money is tighter now. For many, a Home Equity Conversion Mortgage (HECM) is a great […]

May 3 2018

When we think about the future, we often imagine the benefits of retiring to spend time doing the things we like, enjoying hard-earned rewards and no longer having to worry about Monday morning meetings. What’s less fun to think about is the aspect of planning for what happens as we continue to age, and how […]

Apr 19 2018

Senior homeowners face many decisions as they near retirement and begin planning for the future. While a secure income stream may be awaiting some, the reality for many will be crucial conversations about meeting financial goals and maintaining a lifestyle they can enjoy. These discussions will likely begin with a fundamental question: Where will you […]

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