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How To

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Reverse Mortgage: A Guide for Children and Heirs

After the last borrower on a reverse mortgage passes away, the loan needs to be settled. Usually, that responsibility falls to the heirs. Here's what they can expect.

How to Stress Test Your Retirement Plan

Putting your retirement plan through some stress tests is a good way to determine if it's going to go the distance. Here are three questions that will put your plan to the test.

What to Tell Your Adult Children About Your Estate Plan

Sharing information about what's in your estate plan with your adult children is a simple way to help them navigate your estate when the time comes.

How to Trace Your Family Tree

Looking into your family's history can be a fascinating and rewarding pastime. Not sure where to start? Here are some tips from genealogy amateurs and experts.


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What Fees Do You Pay With a Reverse Mortgage?

There are fees and costs associated with taking out any mortgage, and reverse mortgages are no exception. Here is a detailed list of the fees you can expect to pay when you take a Home Equity Conversion Mortgage (HECM).

Why Your Modified Adjusted Gross Income (MAGI) Matters

Learn how your modified gross income (MAGI) is used, why it is important, and how to calculate it yourself.

How Will I Be Taxed in Retirement?

Learn how your assets and income will be taxed in retirement and how you can strategically minimize your tax lliabilities.

Can Retirees Apply for Student Loan Debt Relief?

Retirees are eligible to take advantage of most forms of student debt relief. Here's what to know and how to apply if you qualify.


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4 Ways to Find that Holiday Feeling Wherever You Are 

Here’s what it means to feel home for the holidays and how to capture that feeling no matter where you call “home.”

The Link Between Aging and Gratitude

As people age they naturally feel more grateful, which is great news because cultivating gratitude comes with a host of health and emotional benefits.

5 Ways to Stretch Your Retirement Savings

Retirement savings need to last longer than ever before. Here are five ways to help ensure your savings don't run out.

How Home Exchange Can Improve Your Retirement 

Many people dream of a retirement filled with travel only to find that their budget isn't quite up to their nomadic visions. Home exchange offers a budget friendly way to see the world.

Real Retirement

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The Grandmother-Grandson Adventure Team Blazing New Trails

Grandmother and Grandson, Joy and Brad Ryan, are on a mission to visit all 63 National Parks together. Along the way they've learned a lot about life and each other.

Retirement in Focus: Let’s Go Skydiving

Skydiving may not be for the faint of heart, but it's not only for the young either. Senior skydivers share tips, inspiration and encouragement to shoot for the sky.

Ralph Perry: Hiking His Way Through Retirement

For Ralph Perry, retirement isn't about slowing down, it's about staying active and seeing the world on foot.

Customer Spotlight: Mario and Veronica

Living a full life and doing what they love meant finding a way to fund their travels. A reverse mortgage was just the ticket they were looking for.