The Consumer Financial Protection Bureau (CFPB) is providing relevant financial education resources for older adults, their families and practitioners who work in the aging field during the coronavirus…
Taxpayers who don’t usually file a tax return have been waiting to see how the Treasury Department and the Internal Revenue Service (IRS) would allow them to get…
Here’s an informative article by the investing specialists at Morningstar. The data is sobering about women’s retirement preparedness, but being pre-emptive can help stave off a shortfall.…
Stephen Resch, a vice-president of retirement strategies at a reverse-mortgage lender recently wrote an article that appeared in MarketWatch. When seeking additional retirement income, some retirees may seek to…
Mary Kane, associate editor of Kiplinger’s Retirement Report, published a comprehensive guide for consumers who wish to start planning ahead so that they can successfully age in place.…
Most people don’t realize that Medicare doesn’t cover long-term care, even though a person turning 65 today has almost a 70 percent chance of needing help as they…
Reverse mortgages are a versatile financial tool that over 1.2 million homeowners have used to enhance their retirement years. However, like any financial product, reverse mortgages should be…
Author and esteemed financial journalist Jane Bryant Quinn explains why she changed her mind about reverse mortgages and feels better about recommending them as a retirement planning option…
Here are several excerpts from a recent article in the Detroit Free Press. The rules of the retirement game just saw a sizable overhaul in Congress, giving a nod to…
Here are several excerpts from an article that discusses some smart insights from several professional financial advisors who pulled this content together for Kiplinger online. It’s well worth a read. The…
Here are several excerpts from a recent article that appeared in Forbes online by Jamie Hopkins, the Director of Retirement Research at Carson Wealth: The reverse mortgage market…
As the number of senior citizens in the United States continues to rise, CPAs and financial planners will be increasingly called upon to help individuals evaluate their end-of-life…
New research from Home Instead Senior Care shows an evolution of what ‘aging at home’ means for seniors… Studies over the last several decades have shown that seniors…
By Julie Iannuzzi and Justin Ho Longtime financial journalist, author and retirement export Robert Powell interviews Steve Resch of Finance of America Reverse about the benefits of incorporating…
Mark Henricks, an experienced business journalist, recently wrote an article that appeared on the CNBC website that noted that Financial planners have identified eight prime retirement income risks…
Here’s an excerpt from an interesting read from Sarah Max, a freelance financial writer, that appeared in Barron’s retirement section, Don’t Let ‘Gray Divorce’ Derail Your Retirement: In…
By Scott Van Voorhis Once highly controversial, reverse mortgages are gaining acceptance among financial planners as the long-standing retirement savings crisis grinds on. Read more…
Janet Bodner, an Editor-at-Large with Kiplinger’s Personal Finance, recently wrote an article that appeared in the Chicago Tribune about the difficulties that women face when it comes to achieving…