Blog - Reverse Mortgage

Encouraging Your Parents to Plan

In a column for theSteeet.com, Sandra Adams, CFP, has some useful tips for people who want to help their parents plan for a better retirement. She adds, “If…

Retirement Goal – Happiness

There are a lot of important factors when planning your retirement, but don’t forget the most important: your happiness. Financial planner Ashley Folkes, CFP, says careful financial planning…

The 4% Rule Faces New Problems Today

In an article for Kiplinger, financial planner Steve Parrish, J.D, RICP® explains how the 4% retirement income rule may not be appropriate in today’s world. The 4% rule…

COVID-19 Safety Tips for Senior Drivers

Travel is complicated, even without a global pandemic. For seniors and other high-risk individuals, it can be even more intimidating when you’re dependent on public transportation that presents increased…

State Auto-IRAs are Building Momentum

Auto-IRA-map

The Center for Retirement Research at Boston College recently reported on the following: About half of the nation’s private-sector employees do not have a retirement savings plan at…