When’s the last time you checked in with your clients about their retirement income needs? Recent studies show today’s seniors face rising costs for medication & in-home care as well as increased pressure from family members for financial help. Instead of tapping into retirement funds to get cash, a reverse mortgage could be just the
Americans seem to have this idealistic view of debt.  Debt is OK when you need it. But when it’s time to retire, you should be debt-free for the most part, right? Not so fast. We recently documented how an increasing number of seniors & people approaching retirement age have to make smart decisions about their
Don’t be fooled. Older American’s are struggling with money. A recent study published by Property Shark revealed some startling insights into the health of senior finances. It also offered some concrete advice on how we, their advisors & in some cases children, can help. Senior Retirement Stats Headed in the WRONG Direction According to the
News that impacts senior housing is BIG news in the real estate market. The Greatest Generation causes economic swings at every stage of their lives, and now that they’re entering the retirement years in droves, the housing market has taken notice. In our last newsletter, we covered a troubling (but real) trend of seniors taking