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 …
Senior Divorce Settlements Helped by Reverse Mortgages
Divorce attorneys, financial planners, and registered investment advisors are beginning to recognize reverse mortgages as an innovative financial …
Reverse Mortgages May Be Used to Boost Social Security Benefits
As more and more people face financial shortfalls that will force them to delay retirement, new strategies are needed to support our aging …
The Risks of Home Equity Lines of Credit for Senior Homeowners
During the housing boom, Home Equity Lines of Credit (called HELOCs) became a favored way to tap home equity. Qualification requirements were minimal; …
The Hidden Costs of an Aging-in-Place Retirement Plan
According to an AARP poll, nearly 90 percent of people over age 65 want to stay in their home for as long as possible, while 80 percent believe …
Cash Flow Options for Fixed Income Seniors: Reverse Mortgage or HELOC?
Too many seniors are living on a fixed income that barely covers the essentials. Nearly 20 percent of married retirees (and nearly 50 …
