Homeownership was once the cornerstone of Baby Boomer wealth—but four powerful forces are now turning that asset into a liability. In this week’s episode, we uncover the hidden risks Boomers face when downsizing, relocating, or simply trying to hold on to their homes and how a reverse mortgage may help.

Here are the best states to retire in 2025, and you'll be surprised at which states have slipped to the bottom.

A run-up in housing wealth has left some homeowners reluctant to sell. It can be said that older Americans are a good barometer of the recent shift in the U.S. economy. They’re retiring with fewer assets, struggling with inflation, and living much longer.  But that’s not all. More Americans are retiring with fewer assets, les cash flow, and more debt. Here’s the dirty little secret why many older Americans are carrying debt into retirement.

These unexpected expenses can derail your retirement. Here's how to get ahead of them.

No generation has shaped the modern housing market more than baby boomers. Now their reign is coming to an end, and Gen Z is coming for the crown.

Retirement pessimism may be growing because an increasing number of workers have taken a withdrawal or loans from their retirement plan.

This Research-Backed Three-Word Rule Will Save You From a Whole Lot of Regrets.

Here’s What Retirement Looks Like in America in Six Charts

In 1938, Harvard researchers embarked on a study that continues to this day to find out: What makes us happy in life? The researchers gathered health records from 724 people from all over the world, asking detailed questions about their lives at two-year intervals. Based on their responses, the No. 1 challenge people faced in retirement was not being able to …

Older Americans are facing significant challenges navigating today’s uncertain economy. More specifically, they may be at risk of one or more of these retirement time bombs; each of which may, under the right circumstances, be mitigated or even eliminated by tapping into their housing wealth with a reverse mortgage.

Many Americans are worried about their retirement prospects. You might even be one of them. But could you have more money than you think saved for retirement?

A 67-year-old who ‘un-retired’ shares the biggest retirement challenge ‘that no one talks about’

How to Create Your Retirement Bucket List: “A retirement adventure list should guide this next chapter of your life, allowing you to live instead of existing,” says retirement coach Sandra Menzies. What should go on yours? Here’s what experts say about creating a meaningful and realistic list.

Healthcare costs are likely the biggest expenditure in retirement and can fluctuate wildly based on several factors, including age, location, services, insurance plans, and of course, your overall health.

According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple aged 65 will need about $315,000 saved today after taxes to cover health care expenses in retirement.

Still Paying Off Your Mortgage in Retirement? Many of us aspire to retire early, but few ever accomplish that goal. The things we do in our professional life are often driven by the age in which we retire. Until we get there, our investments, savings, and other life choices dictate the reality of these goals.

Talking to your parents about their finances isn't as difficult as it might seem. That's because there are several ways to start the conversation. Here are 10 tried and true approaches.

An extensive study in the U.S. found that the most productive age in human life is between 60-70 years of age.

The 2nd most productive stage is from 70 to 80 years of age

The 3rd most productive stage is from 50 to 60 years of age

WHAT'S YOUR RETIREMENT READINESS QUOTIENT?

Retirement is a significant stage in life that can cause a number of different emotions depending on how well prepared you are, not only financially but mentally.

Some of my clients have a very clear picture of their retirement and have been working towards achieving their vision for many years while others are not there yet emotionally, mentally or financially to make the transition.

Staying in your own home as you grow older offers many benefits. For most, it means a stronger sense of safety, comfort, and independence, and it also affords you more privacy. Though the renovation costs may be high, aging in place can often be cheaper than an assisted living facility would be — especially if you plan ahead.

Over 7 million American homeowners were placed under the protection of a foreclosure moratorium as a result of the Coronavirus Aid, Relief, and Economic Security Act (CARES) last spring. Foreclosure Moratoriums are ending July 31, 2021.