Reverse Mortgages
What Are You Giving Away When You Get a Reverse Mortgage?
Many people say that reverse mortgages are just too good to be true. However, over 1 million retirees have secured these loans and a recent study from Ohio Stat…
Financial Planning Blog & Retirement Resources
Retirement Savings and Investments
Shocking Retirement Statistic: Americans Hold 58% of their Investible Assets in Cash
Of all the tactics you can use to achieve a secure retirement, one of the easiest things you can do is to invest your money and earn returns on that investment. Doing this requires virtually no sacrifice, compromise or a lot of work.Howeve…
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Retirement Planning
Meet the 18 Year Old Who Has More Retirement Savings than the Average 50 Year Old
Robyn Bri is 18 years old and just graduated from high school in Marin, CA. In some ways, she is an average high achieving kid. In another way, she is very re…
Retirement Planning
Podcast: Big Picture Retirement Interviews Stephen Chen, Founder of Boldin
The Big Picture Retirement Show is a podcast about retirement and estate planning by Devin Carroll and John K. Ross. Devin has been helping people with money re…
Retirement Planning
How Much of the Global $400 TRILLION Retirement Shortfall Belongs to You?
A massive retirement shortfall is developing — and it is a much bigger problem than your own possible lack of sufficient retirement assets. If you are lucky, yo…
Retirement Planning
Best Retirement Advice from Retirees: 8 Tips from an 80 Year Old Who Has More Savings Now than When He First Retired
You get the best retirement advice from retirees who really know something! Retirement advice and how it is implemented can have a profound impact on your retir…
Retirement Planning
Bud Hebeler’s 2017 Economic Outlook: 6 Reasons to Plan Conservatively for Retirement
The following on 2017 economic outlook comes to us from Mr. Henry K. “Bud” Hebeler. Bud has been working with retirees for many years, developed special materi…
Reverse Mortgages
Real Life Reverse Mortgage Questions and Shockingly Surprising Answers
Reverse mortgage television commercials abound, but it is hard to get straightforward — easy to understand — answers in response to your reverse mortgage questi…
Social Security
Married? This is the Single Smartest Social Security Decision You Can Make
You have a lot of decisions to make about retirement. And, if you are married, you have nearly twice the number of choices – plus the complications of competing…
Happy Retirement
5 Truths About Retirement No One Tells You (Until It’s Too Late)
Some 93% of retirees say life is as good as ever, but retirement reshapes marriages, budgets, and mental health in ways most plans ignore.
Housing and Home Equity
Margaritaville and Other Best Places to Retire…
There is no shortage of lists and articles about the best places to retire. These lists are fun. However, they sometimes feel random and not all that practica…
Reverse Mortgages
Are These Good Reasons to Avoid a Reverse Mortgage?
Most of us are concerned about our retirement financial security. We have not saved enough. Healthcare is expensive. Social Security doesn’t nearly cover our…
Retirement Planning
7 Hot Button Political Topics that Could Impact Your Retirement Well Being
“All politics is personal,” so the saying goes. And, this year that phrase is especially true for people nearing retirement. There are a lot of hot button topi…
Retirement Planning
Why “How Much Do You Need to Retire” is the WRONG Question!
You might think that the most important retirement planning question is: How much do you need to retire. While knowing the answer to this question IS critical,…
Financial Advisors
DOL Fiduciary Rule: Could Trump Ruin Your Retirement Finances?
Every financial publication has an article about how Trump might be ruining your retirement with his executive order to revise the Department of Labor’s DOL fid…
Reverse Mortgages
Disappointed by Your Reverse Mortgage Amount? Do This to Make the Most of this Loan!
A reverse mortgage is a loan that lets the borrower access their home equity. However, many people are very disappointed by their potential reverse mortgage am…
Family and Relationships
Are You Female or Married to One? The HUGE Retirement Disadvantage You Will Face
While there are lots of benefits to marriage, if you are a woman or you are married to one, you face a a huge retirement disadvantage — a significantly steeper…
Housing and Home Equity
7 Tips to Help People Who Are Retired Stay in Their Homes Longer
Nine in 10 older Americans want to remain in their own homes as they get older. But most people aren’t planning ahead when it comes to making sure their houses…
Reverse Mortgages
Forget the 401k: This Is the Real Secret of a Secure Retirement
You probably intended to save more for retirement than you actually did. Maybe you have a 401k or an IRA. Maybe you don’t. The reality is that whatever savi…
Retirement Planning
Are You Making the Right Retirement Decisions? Find Out Now
We have a lot of choices to make as we approach, enter and live in retirement. Making the right retirement decisions will impact our emotional and financial he…
Medicare and Health Insurance
Changes for Medicare in 2017? Some Already Done and Others in the Pipeline
Medicare is the de facto healthcare for most retirees. You are eligible when you turn 65. While most people like the program, it is quite complex and everythi…
Retirement Planning
8 Esteemed Experts Offer Smart Strategies for the Transition to Retirement
The transition to retirement is exciting and scary. Like all big events – graduations, relocations, marriage, childbirth, and more – life will never be the sam…
Retirement Planning
Average Retirement Income 2017: How Do You Compare?
Where will your retirement income 2017 come from? The Big Takeaways… Research suggests that many retirees are living on remarkably little, though there are some…
Debt
How to Prepare Your Retirement Plans for Rising Interest Rates
Interest rates impact our lives in a wide variety of ways – especially financial. Why Will Interest Rates Rise? Since 2008, interest rates have been at historic…
Reverse Mortgages
Over 62? Which is Better a HECM or HELOC for Tapping Home Equity in Retirement?
If you are like many retired American homeowners, you may have seriously considered accessing your home equity through a Home Equity Line of Credit (HELOC). Ut…
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