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How an annuity can enhance your retirement portfolio

…an annuity, which can complement your portfolio by providing attributes for retirement those categories do not offer. The chart below outlines these retirement attributes, particularly the ability of annuities to…

HECM vs HELOC

…unused, even if the borrower makes all the payments. Taking out a HELOC is not always the most reliable option. Flexibility With a reverse mortgage you have the option to…

The Best Advice for Seniors Dipping into a Downsize

…opportunity to set yourself up for financial freedom in your golden years. A smaller mortgage, lower utilities, reduced insurance premiums, and lower property taxes can really add up! And if…

Annuities Have Long Gotten a Bad Rap. Retirement Experts Now Say Savers Should Consider Basic Options for Guaranteed Income

Annuities Have Long Gotten a Bad Rap. Retirement Experts Now Say Savers Should Consider Basic Options for Guaranteed Income From: www.barrons.com Financial planners long have counseled retirement savers to keep…

Why it’s time to embrace asset-based long-term care products

Why it’s time to embrace asset-based long-term care products From: lifehealthpro.com Nearly all of the recent news about funding options for long-term care tells a story of an industry on…

Getting Remarried? Avoid These 4 Estate-Planning Pitfalls

Getting Remarried? Avoid These 4 Estate-Planning Pitfalls From: www.barrons.com With a rise in “gray divorces” in recent years, it’s only natural that remarriage has become more prevalent among seniors. But…

The 6 Big Retirement Mistakes — and One Way to Avoid Them

The 6 Big Retirement Mistakes — and One Way to Avoid Them From: www.nerdwallet.com Retirement mistakes can increase the chances of outliving your money. Getting an objective second opinion can…

5 Retirement Mistakes to Avoid

…it can help to review these common saving and spending mistakes. Take a look, and feel free to help a younger friend or family member by sharing this with them:…

How to Help a Grieving Senior Handle Critical Financial Decisions

…affordable options. While grieving spouses may be tempted to purchase everything that they need from one funeral home, you can save your loved one a lot of money by comparison…

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An Insurance Policy Made to Order for the Sandwich Generation

An Insurance Policy Made to Order for the Sandwich Generation From: dailyfinance.com Imagine this scenario: You’ll while away your golden years in excellent health and fair financial shape before dropping…