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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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How Much Equity Is in My House?

Learn how to calculate your home equity and how understanding it can help you leverage it to your advantage.

How Does a Reverse Mortgage Line of Credit Work?

A reverse mortgage line of credit has some unique features that can make it both a useful tool in the present and security for the future.

What Is a Backdoor Roth IRA?

A backdoor roth IRA is a tax saving tool that offers advantages for certain taxpayers. Here's what you should know and who should consider one.

Can I Get a Reverse Mortgage if I Have Bad Credit?

Reverse mortgages do not have a required credit score, but credit history is considered as part of the approval process. Here's what you need to know about credit and reverse mortgage.


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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.