Estate Planning for the Great Wealth Transfer: Why $40 Trillion is Going to Unprepared Widowed Women

Why Are So Many Women Unprepared? The Traditional Division of Labor In older generations, it was common for one spouse (usually the husband) to handle all financial matters while the other spouse... Read more »
Senior-held home equity falls to .84 trillion in Q4 2023

Senior-held home equity falls to $12.84 trillion in Q4 2023

Homeowners 62 and older saw their collective home equity levels drop in the fourth quarter of 2023 by roughly $119 billion to $12.84 trillion, the third quarterly fall in the last year.... Read more »