Nexa’s Loren Riddick Reverse: Debunking HECM Myths & Churn
Nexa Lending’s Loren Riddick outlines how policy reform could reshape the HECM program, addressing reverse-to-reverse...
What Is Sequence Of Returns Risk In Retirement
This piece explains what sequence of returns risk is in retirement, why it matters for retirement income, and how to interpret its effects on portfolios.
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Best Places to Retire: Smart Choices for Your Golden Years
Choosing where to retire isn’t just about weather. It blends cost, healthcare access, taxes, and lifestyle. This guid...
When Couples Have Gap: A Financial Toll on Investors
A growing number of households report gaps in paid time off and career momentum that ripple into investing and retire...
NRMLA’s Steve Irwin on What Lenders Face in 2026
NRMLA president Steve Irwin outlines a tougher operating climate for reverse mortgage lenders in 2026, even as tech a...
Leaf Leafs Anyway: A Practical Guide to Investing Discipline
A quiet autumn moment becomes a lesson in investing discipline. Learn how the leaf leafs anyway mindset helps you sta...
Cruz Says Quiet Part: Trump Accounts Signal Social Security Shift
Sen. Ted Cruz linked a new child savings program to a broader push for Social Security reform, a move that draws shar...
Inherited 10-Year Rule Mistake That Triples Tax Bill
A non-spouse beneficiary can dramatically lower or raise lifetime taxes on an inherited IRA depending on withdrawal t...
The Quiet $32,000 Cost of Skipping Medigap Enrollment
As retirees turn 65, the six-month Medigap window is the only time insurers must offer standard rates. Missing it can...
Thought COBRA Counted Coverage? Medicare Penalties Persist
A common retirement pitfall hinges on COBRA coverage not extending Medicare enrollment windows. This piece explains h...
Worker Engagement Just Decade Drops as Managers Face Heat
New data covering about 88 million employees shows worker engagement at a decade-low, with managerial practices ident...
Americans Have No Estate Plan at Alarming Rate Today
More than half of U.S. adults lack essential estate planning documents, a trend that persists despite rising financia...
Retirees Could Extra Month Social Security Boost 2027
Analysts expect a stronger cost-of-living adjustment in 2027, potentially lifting the average Social Security check b...
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