Two Ways to Use a Roth IRA Beyond Retirement

Social Security Benefits for Divorced Spouses

Social Security Benefits for Divorced Spouses

If you are a divorcee and are unsure about Social Security benefits, here is some information that might help you out.

Using a Reverse Mortgage to Age in Place

Using a Reverse Mortgage to Age in Place

While many seniors chose to move away when they retire, some want to just stay put.

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.

The Best Time to Get a Reverse Mortgage

The Best Time to Get a Reverse Mortgage

Timing is everything when getting a reverse mortgage. To ease your mind, here is some advice about the process.

How Does a Reverse Mortgage Work Without an Existing Mortgage

How a Reverse Mortgage Works Without a Mortgage

One of the many benefits of reverse mortgages is flexibility.

Information on the Reverse Mortgage

Information on the Reverse Mortgage

The idea of a reverse mortgage can seem scary at first. Here is some material that may put your mind as ease.

What to Expect from Reverse Mortgage Conunseling

What to Expect from Reverse Mortgage Counseling

Before you can move forward in the reverse mortgage loan process, you must attend a counseling session. Here’ what to expect.

Taxes

Saving for Retirement with the Four-Box Strategy

With the four-box strategy, you can gain a better understanding of your cash flow using a plan that compares your income and your expenses in a manner that’s easy to grasp.

Kids and Finance

Keeping Children in the Loop About Your Finances

We provide tips to making the transition easy should your children ever need to assume the responsibility of keeping after your financial affairs.

roth ira

Two Ways to Use a Roth IRA Beyond Retirement

We explore a couple ways to use your Roth IRA when you need to fund something besides your retirement.