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…
Encouraging Your Parents to Plan
Boomers Favor Semi-Retirement with a Flexible Work Schedule
Baby boomers nearing retirement age don’t want to kick up their feet and relax through their sunset years. Instead, most of them want to continue working, but just…
Is 4% Rule Too High? Rule Inventor Says It Should Be 4.7% Rule
Recently, the 4% retirement income rule has been questioned by some financial advisors as being too aggressive in today’s world. One retired financial advisor who disagrees is William…
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…
10 Secrets of a Happy Retirement
Just about everyone who is still slaving away at the office shares the very same goal as those of us who have long since left the workplace: a…
A Reverse Mortgage Could Be Your Tax-Smart Salvation
MarketWatch tax columnist Bill Bischoff explains how a reverse mortgage can provide a better alternative solution to finance a retirement compared to selling a home that has appreciated greatly over time…
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…
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…