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Retirement News, Financing Retirement, Retirement Planning, Retirement Tips

Fact Checking Reverse Mortgages

Did you know that April 2 was International Fact Checking Day? Since there are so many misconceptions about reverse mortgages, it seems like the ideal time to lay them to rest and discuss how reverse mortgages can be a powerful financial planning tool — especially in today’s financial climate:

Here are some common reverse mortgage myths you may have heard:

  • They’re considered a last resort when you have no other options
  • This type of loan takes advantage of older homeowners
Retirement News, Retirement Planning, Retirement Tips

What to do When You Realize You’re Not Financially Ready for Retirement

Retirement age is approaching, and you may be thrilled to leave the nine-to-five behind for good. But what happens when your finances don’t align with the lifestyle you’ve been envisioning?

Bottom line: it’s never too late to get your finances in order. As part of National Financial Literacy Month, here are five tips to help boost your financial wellness.

Retirement Tips

It’s a Holiday Season Like No Other (Again): Are You Prepared?

The holiday season is in full-swing — although things are not quite back to normal.

The holiday season is in full-swing — although things are not quite back to normal. 

From shipping delays to inflation, today’s lingering economic challenges brought on by the pandemic must be addressed to make the most of the festive season and to minimize the financial impact