Retirement planning at any age can be complex. Still, there are certain steps to take when you’re in your 60s and beyond to make sure you’re ready to live those…
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Paying Off Debt vs. Investing Your Money
The age-old dilemma; use your extra cash to invest or pay off existing debt. Either choice can make sense depending on your unique circumstances. Let’s delve a little deeper… Should…
Reverse Mortgages and Retirement Income Planning.
A reverse mortgage loan, like a traditional mortgage, allows homeowners to borrow money using their home as security for the loan. But is a reverse mortgage the right tool for retirement planning?…
4 Benefits of Hiring a Wealth Manager
What are some of the responsibilities wealth managers take on, in addition to trying to find good investments for clients? Here are just a few. Finances are a crucial part…
Does Divorce Affect Retirement?
When it comes to planning for retirement, divorce presents some unique challenges. Going through a divorce is emotionally challenging, but it doesn’t have to derail your financial future. By taking…
401K & Catch-up Boosts
The House of Representatives has passed a bill that will improve the retirement savings system for U.S. workers, moving it closer to becoming law. Here’s what you need to know.…