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…
The 4% Rule Faces New Problems Today
For seniors using tech to age in place, surveillance can be the price of independence
The idea of using tech to help people as they age is not a problem, say experts, but how it’s designed, used and communicated can be. Done wrong…
Resources, Gadgets and Tools to Care for an Older Adult at Home
According to AARP’s “Home and Community Preferences” survey, 3 out of 4 adults age 50 or older say they want to stay in their homes and communities as they age.…
You Have a Reverse Mortgage: Know Your Rights and Responsibilities
A new guide from the Consumer Financial Protection Bureau explains your rights and responsibilities as a reverse mortgage borrower.
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…
Can You Lose Your Social Security Over Delinquent Debt?
Sometimes you have no choice but to retire with debt, particularly when an illness or a job loss forces you to quit working earlier than you planned. If…
Falls Prevention for Older Adults: Falls Free Checkup
The National Council on Aging offers a free checkup to help older adults determine their risk for falling. The coronavirus pandemic has changed a lot of things. But…
State Auto-IRAs are Building Momentum
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…
A reverse mortgage as a financial planning tool
CPA and financial investigator, Joshua Wiesenfeld recently wrote an article for the AICPA that encourages his fellow CPAs to look at reverse mortgages as part of a larger…
Internet basics: A complete guide for seniors
Need to improve your computer skills? Here’s a comprehensive internet guide for older Americans from allconnect. The COVID-19 pandemic has shown that a working knowledge of the internet…
Should you tap into your home equity to fund your retirement?
If you’re in good shape with your home mortgage —meaning it’s mostly or fully paid off — it might make sense to tap into your home equity to…
Reverse Mortgages Help Retirees Capitalize on Their Biggest Asset
ThinkAdvisor.com, an online resource for financial advisors, registered investment advisors and wealth managers, makes a strong argument for why reverse mortgages should be considered as part of a…
How To Discover Your Best Spending Rate In Retirement
In this recent article by Carmen Reinicke, a personal finance writer at CNBC, she noted that “after saving up for decades to retire, many Americans are excited to…
Congress wants to make more changes to the U.S. retirement system. Here’s what’s in play
The CNBC staff recently wrote an article that noted that “although the bills are in the early stages of the legislative process, observers expect there to be some…
How To Sell A Home That Has A Reverse Mortgage
Contributing Forbes Editors, Casey Bond and Rachel Witkowski, recently provided some solid advice about selling a home that has a reverse mortgage. A reverse mortgage can allow you…
How to plan for rising health care costs
Fidelity has put together an extensive guide to explain the many health care options available to retirees. If you are like most Americans, health care is expected to…
5 Hard-to-Believe Retirement Facts
Motley Fool columnist, Ryan Downiest advices readers to “embrace these 5 surprising facts so you can build a successful financial plan for retirement.” If you’re worried that you…
Survey: Americans More Optimistic About Financial Future
As life gets back to normal and the economy continues its recovery, the outlook among retirees and workers concerning their financial future remains optimistic. The Employee Benefit Research…