Reverse Mortgage Process

What is a Reverse Mortgage?

Reverse Mortgage Process

Considering a reverse mortgage? Learn about the process and all of the steps involved before jumping in.

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26+ Documents to Always Have Handy

Keep these documents in a safe, but the accessible place should you or a loved one need them.

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Retirement Planning Myths

Five Retirement Planning Myths to Ignore

A successful retirement requires a ton of planning. Make sure you don’t fall for these five myths.

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Retirement Income

Extra Income in Retirement: Exploring the Gig Economy

Learn about the gig economy and how you, as a retiree, can take advantage of these new ways to make extra money in retirement.

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Financial Retirement Planning

Getting Your Finances in Order Before Retirement

It’s important to have the money you need to enjoy your retirement. We provide tips for getting financially prepared before you retire.

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Saving Money in Retirement

10 Ways Seniors Can Save Money in Retirement

Saving money is a bigger concern than ever before. If you’re about to retire or have already retired, check out the following tips on saving money.

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Brokerage Accounts

What is a Brokerage Account?

Find out what a brokerage account is, how it works, how it is used, and how it can benefit you.

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Retirement Strategy

Kiplinger on Reverse Mortgages

Personal finance news source, Kiplinger, featured an article about using a reverse mortgage in retirement strategy.

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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.

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Guide for Special Needs Seniors

Special Needs Seniors – Planning for the Future of this Vulnerable Population

With the right resources, you can create a plan of care that will ensure your loved one’s needs – from healthcare through financial – are well met throughout their retirement years.

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Editor's Pick

Opening Day – Baseball’s Traditions

In honor of Opening Day, we take a look at some of baseball’s best traditions.

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Ready to take the next step? Now is the perfect time!

Call to speak with a licensed specialist (800) 401-8114