Estate Planning: Will or Trust?

Why Pay Off a Reverse Mortgage

Estate Planning: Will or Trust?

When it comes to estate planning, there are two common options to choose from: creating a will or a trust.

Reality of Social Security

Options with a HECM Line of Credit

One of the advantages of receiving a HECM, or reverse mortgage, is that there are various ways you can get your money.

reverse mortgage payments

Tune in Tuesday: Moving Forward in Reverse

Today on Tune in Tuesday, we’d like to establish some[…]

Tune in Tuesday: Who is Responsible for Paying?

Today on Tune in Tuesday, we’d like to describe the process of reverse mortgage repayment.

Legacy Goals

What Are Legacy Goals?

Planning out your financial legacy can be a stressful task. To ease your mind, here are some tips that might help you out.

Financial Advice

Questions to Ask Your Financial Advisor About Loans

Finding the right solution that fits your situation can be tough.

Will

Keeping Provisions and Beneficiary Designations Up-to-Date

Although it’s important to plan for retirement, it’s equally important to plan for your estate when you pass away. We keep you informed on provisions and beneficiary designations.

Getting Married After 60? Important Tips You Need to Know

When it comes time to remarry later in life there[…]

The Importance of Including Your Kids in Your Retirement Plan

When you decide to retire it is a decision that[…]

A Guide to Funeral Planning and Avoiding Scams

Funerals are an emotionally draining time in life. Unfortunately, many[…]