Finance and Planning

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When to Ask for Help Managing Your Retirement Finances

You've built an investment portfolio. Should you continue to manage your retirement finances on your own, or is it is time to ask for outside help?

7 Ways to Lower Your Monthly Mortgage Payment

A monthly mortgage payment is a typical expense in a homeowner's budget. Here are seven ways to lower yours.

Everything You Need to Know About Inheritance Taxes

There is a fair amount of confusion about how inheritance taxes work, and how they differ from estate taxes. Here's what you need to know.

Retirement Advice for Gen Z From Current Retirees

Gen Z is all grown up and that means they should be saving for retirement. We asked retired people to give retirement advice to the younger generation.

Health and Wellness

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Inclusive Travel for Seniors: A Path to Adventure Tailored Your Needs

Don't let the physical changes and challenges that come with aging stop you from getting out and having an adventure. A new crop of inclusive travel companies is opening experiences for everyone.

What are Area Agencies of Aging, and What Can They Do for You?

Find out about Area Agencies of Aging (AAA) and how they can help you and your loved ones.

Renting or Owning in Retirement: Which Is Better?

Deciding whether to rent or own in retirement can be tricky. Homeownership involves a lot of upkeep, but you build equity. Renting is easier, but is it worth the tradeoff? Here are some things to consider when making a decision.

Benefits of Establishing an Art Practice in Retirement

Interested in painting, pottery, or drawing? The good news is there are multiple benefits to establishing an art practice in retirement.

Home Equity

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Reverse Mortgage Facts and Statistics

There is a lot of confusion surrounding reverse mortgages. Here are some facts and statistics to help you separate truth from fiction.

Reverse Mortgage Proceeds: Understanding Your Options

Reverse mortgages give borrowers a variety of proceed options to choose from. Here is a rundown of the possibilities and how each works.

What Is a Retirement Mortgage?

A retirement mortgage is any mortgage taken in retirement. Here is a rundown of the various types of retirement mortgages available.

What Is “Non-Recourse” in a HECM?

Non-recourse status is an important benefit of a home equity conversion mortgage. Here's how it works and what it offers consumers.