2018 Research report documents looming crisis. Two actions that can avoid pitfalls and strengthen retirement security. The …
National Study Challenges Understanding of Home Equity Utilization
The National Council on Aging (NCOA) concluded research in 2017 documenting the Awareness of Home Equity Products Among Older …
RECORD HOME PRICES CHANGING RETIREMENT PLANNING
Senior homeowners urged to consider utilization of housing wealth to increase and extend retirement security while favorable conditions prevail. …
How to Talk to Parents About Financial Facts of Life
Not long ago, your mother or father was explaining (somewhat inarticulately) the birds and the bees to you. Now it's your turn to relay some …
Savvy Financial Planners Seize Home Price Spike (Bubble) To Help Clients
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 …
