Blog

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
older man on the phone
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 […]
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 […]

Oct 4, 2018

More than just improving aesthetic appeal or energy efficiency, some home improvements can be necessary for seniors aging in place to retain independence and quality of life. For many elderly homeowners, normal things like moving about their home, reaching for high or low items, and performing everyday tasks becomes increasingly difficult with age and requires […]

Sep 27, 2018

Many seniors can’t wait to retire when the day finally comes, and after a lifetime of hard work, they’ve earned it. But sometimes, after a year of tending the garden, playing golf, and reading through the local library, people find themselves looking for a new project. If you have a little money saved up and […]

Sep 11, 2018

If retirement is on the horizon or you’re already a retiree, financial security is likely a concern. Stepping away from a career (and the consistent paycheck that comes with it) may require a comprehensive strategy to ensure your golden years are adequately funded. One of the tools many people turn to in retirement is a […]

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