Blog

Jan 10 2019

The fact that most of us can expect to enjoy a longer, healthier retirement than previous generations is certainly worth celebrating. However, it also requires careful consideration of the financial implications that come with a retirement that could last 40 years or more. Give Your Plan A Second Look If your retirement date is approaching, […]

Jan 3 2019

For many, a home is filled with the things that matter most. Whether it’s beloved family, most-treasured memories or favorite possessions, their importance makes a house much more than just a place to live When it comes to homeowners in retirement, or those nearly there, a home also offers something else that shouldn’t be overlooked—equity. […]

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 […]

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