Home values like trees don’t grow to the sky and bubbles will burst. Since the Great Recession (2008 – 2013) many areas in Massachusetts, …
What’s In A Name? Apparently A Lot When It Comes To Reverse Mortgages
Like the late comedian Rodney Dangerfield, reverse mortgages…don’t get respect. Not much anyway. Why? That question and the broader …
Harbor Mortgage Riding for Pan-Mass Challenge
I have been asked to write a bit about our involvement in this year’s Pan-Mass Challenge fundraising event. For those not aware, it is the one …
The Overlooked Asset That Is Changing Retirement Planning
A recent Forbes article (June, 2017), Retirees Uncertain about Tapping Home Equity but Want to Age in Place, highlighted conclusions from …
Cash Flow Options for Fixed Income Seniors
Too many seniors are living on a fixed income that barely covers the essentials. Nearly 20 percent of married retirees (and nearly 50 …
Divorce For Seniors…The Hidden Issues and New Solution
Divorce attorneys, financial planners, and registered investment advisors are looking for innovative financial planning tools for senior …
The Most Underutilized Retirement Asset…Why?
Inadequate savings and longer life expectancies collide and threaten retirement security. According to the Boston College Center for …
Longevity Insurance
Longevity Insurance...Smart use of home equity to “insure” retirement success Fallout from the Great Recession (2007 – 2009) continues today as …
Three-Bucket Strategy for Managing Clients’ Retirement Risks
Working with clients who are in or nearing retirement, financial planners will work to mitigate a laundry list of potential retirement risks that …
