Rather than leading with product, Drapala urged reverse mortgage originators to start with education, specifically around Social Security claiming strategies, to build trust and uncover housing stability goals. “Social Security is a... Read more »
If you’re a California resident planning for your family’s financial future, the latest retirement savings data reveals both encouraging progress and significant gaps that deserve your attention—especially when it comes to protecting... Read more »
Provisions would give the agency an additional $50 million for customer service through the remainder of fiscal year 2026, which ends Sept. 30, AARP reported. The Social Security provisions are part... Read more »
“Retirement is supposed to be relaxing, but it can also be incredibly stressful given that it typically puts people on a fixed income, which may not be enough for them to live... Read more »
Only 14% of Gen Xers have access to a traditional pension, compared with 44% of baby boomers. Many Gen X workers also lacked tools now common in retirement plans — such as... Read more »
Source: Yahoo Finance – Moneywise If you’re a California resident approaching retirement age and considering announcing your retirement plans to your employer, you need to understand your legal rights. A recent trend... Read more »
The RMMI increased to a reading of 511.99 — up from 502.47 in the prior quarter and the highest level since the index was launched in 2000. The data tracks long-term trends... Read more »
“For years, analysts have held out hope that the aging Baby Boomer generation would trigger the ‘Silver Tsunami’ — a massive wave of homes unlocked and returned to the market,” the report... Read more »
“Financially, the American dream should not be homeownership, but should be financial independence,” Robert Johnson, CEO of Economic Index Associates and a professor at Creighton University, said in the report. “People fall... Read more »
There are too many retirement dos and don’ts to count, but what would financial experts say is their number one simple piece of advice? Several financial experts were asked to share just... Read more »