by Christine | Dec 18, 2012 | Retirement, Retirement Planning |
“People who see an age-progressed rendering of themselves are more likely to allocate resources to the future.” As reported in a recent Financial Planning article, executives of Bank of America’s Merrill Edge program have altered the face of retirement...
by Christine | Dec 11, 2012 | Retirement, Reverse Mortgage Loan, Social Security |
The federal government is proposing to make big changes to its reverse mortgage program early next year that should make the (reverse mortgage) loans safer for seniors who use them to tap home equity. In a response to the speculative loan market, we have seen...
by Christine | Dec 3, 2012 | Estate Planning, Parents, Retirement |
Adult children and their parents recognize the need to talk about inheritance, eldercare and retirement planning issues, but nearly one in two adult children do not feel like they’ve had sufficient conversations with their parents about these issues … Discussing...
by Christine | Sep 26, 2012 | Business Ownership, Retirement, Small Business |
The weak economy has been tough for small-business owners across the board … but for entrepreneurs in their 60s and 70s, the consequences have been particularly vexing. The current recession has been tough on just about everyone, but few have felt such dire...
by Christine | Sep 6, 2012 | Estate Planning, Marriage, Retirement |
For couples over the age of 60, cohabitation is becoming increasingly common, even when the partners would prefer to get hitched — a decision that's often financially driven. "This is absolutely a growing trend." Marriage is a big decision, whether...
