Blog

Mar 26 2019

It’s no secret that retirees are living longer and healthier lives than ever. In fact, the Social Security Administration estimates that “a quarter of 65-year-olds will hit age 90, and one in 10 will live beyond age 95.” For those that didn’t take into account a protracted timeline, it could mean rethinking their retirement strategies. […]

Mar 14 2019

Your golden years have arrived, and retirement is in full swing. How do you make the most of your new freedom without sacrificing the financial stability you worked so hard to create? Well, if getting out of the house sounds like a start, a Home Equity Conversion Mortgage (HECM) could be just the vehicle to […]

Feb 21 2019

It’s not a complicated equation. The longer a retirement, the more money it requires. But, figuring out how to deal with the reality of a retirement that could last 30 years or more is where the simplicity ends. Fortunately, there are multiple strategies for finding solutions, and a skilled financial advisor can discuss ways to […]

Feb 20 2019

Life isn’t always smooth sailing, but homeowners with equity could access cash or a line of credit to combat stormy seas. Wondering which type of loan is right for you? Take a look at the following excursions to find out. All aboard!

Feb 19 2019

Transitioning into a comfortable retirement typically requires hard work, careful planning and the ability to reconcile your financial health with long-held aspirations. However, if retirement is nearing and the resulting fixed income threatens to derail the lifestyle you imagined, an underutilized and often misunderstood tool could get you back on track. Add Income, Reduce Costs […]

Feb 5 2019

In a perfect world where mortgage rates, market inventory and demand from homebuyers align, downsizing to a smaller home would be a piece of cake for aging seniors. Unfortunately, this isn’t always the case, and sometimes downsizing isn’t a feasible option. Seniors Staying Put Factors like lack of affordable inventory in a preferred location can […]

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, […]

Dec 18 2018

For many of us, pets are treasured family members. That relationship doesn’t stop as we age—it just necessitates a few changes to make sure the four-legged and two-legged members of the family are comfortable and content. Read on for a few tips for aging in place with pets. Room to Roam If you have a […]

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 20 2018

For all the well-laid plans that come with preparing for retirement, sometimes things happen that we can’t predict. This is especially challenging when a medical event or a need to be close to family means it’s time to move into a new home. While the moving process isn’t easy, the nice thing about a Home […]

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