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…
Category: Blog
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.…