Tag: retirement planning

family M word discussion

Discussing the dreaded “M” word with your family

By taking care of yourself now, you and all those who are close to you can breathe a sigh of relief and live long and unencumbered lives. Related: 25 ways to use The New Reverse Mortgage Money and family chat an oxymoron? For many families, the words parents, money and family chat never appear in…

Don’t let the Tax Torpedo sink your retirement

Will the Tax Torpedo sink your retirement? Benjamin Franklin is credited with coining the phrase “nothing is certain but death and taxes”. Viewing retirement in 2018 through an admittedly imperfect telescope, we can say Ol’ Ben hit the nail on the head. There is a deadly tax lurking just beneath the surface of what seems…

Will you be the “new normal” in retirement?

The Housing Bubble and the new normal If you’re one of the countless number of seniors heading into retirement carrying housing related debt, then you are the new normal. When the housing market bottomed out in 2009 it put pre-retirees in a precarious position. Not only did their investment accounts take a hit but most…

Solving your personal health care puzzle

It’s better than pain relievers and anti-depressants Trump-Care, Obama-Care or No-Care, the #1 area of concern for most seniors is how they will pay for health care in retirement. Without question, it costs a lot of money to stay healthy in America. AARP dishes on the health care dilemma On the health care bill recently…

Thinking about down sizing? Think right sizing!

Thinking about downsizing? Think right sizing! Thinking about downsizing now that the kids are on their own? My father once said to me: “The older you are when you have children, the older you are when they come back.” I didn’t always heed a lot of his advice but in this instance I’m glad I…

reverse mortgage lender

The five most asked reverse mortgage questions

 The 5 most asked reverse mortgage questions There’s a lot of information (and misinformation) out there when it comes to The New Reverse Mortgage. Here are the 5 most frequently asked questions. Related: The truth about the New Reverse Mortgage 1. Is it better to wait until I’m older to get a reverse mortgage? The…