For most retirees, a financial planner is a necessity for figuring out how to comfortably live on their savings after they quit working. But often, there are times when even financial planners need to turn to professionals like us for help to ensure their clients are able to live comfortably in their retirement. The most

Even with decades of preparation, retirement can leave anyone feeling as if they are not ready. There are several tools, including reverse mortgages, that can help to mitigate the risks that come with retirement. Learning more about reverse mortgages, how they can prove beneficial, and what they can be used for, can help give you

Many seniors in America have a justified fear of outliving their savings, and these anxieties have only grown more fierce as inflation has steadily increased in recent years. Between March and April of this year alone, the consumer price index increased 0.8%, but it was even more startling that it jumped over 4% from last

It doesn’t matter what word you use to describe today’s economy… the fact is, money has gotten tight for many seniors. Almost every client who calls in right now is feeling the pinch, whether it’s in the cost of groceries, gas, utilities or all the other things in our life which suddenly cost more. If

For years, reverse mortgages have not had the best reputation. It’s understandable, given that the early days of reverse mortgages left many believing that the only people who could benefit from them were seniors struggling with their finances. However, times have changed, and reverse mortgages are now a valuable tool. Reverse mortgages can be an

For retired seniors, the process of buying a new home can seem overwhelming, even if they’ve done it once or twice before. The priorities change in lenders’ eyes, and retirees may find themselves having more difficulty getting approved because their income isn’t high enough for them. They often face challenges when trying to buy a