HECM Broker Rankings Hold as Atlantic Avenue Leads March
Atlantic Avenue Mortgage remains the top HECM broker in the latest endorsement data, with the top five unchanged from...
When To Harvest Gains Retirement Index Funds
Learn timing strategies for harvesting gains in retirement index funds, including tax-aware harvest windows and portfolio rebalancing tips.
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Social Security Fairness Slams Retiree Over IRMAA Hit
A 71-year-old retired teacher faces higher Medicare costs after benefits were restored under the Social Security Fair...
Women Take Leadership Spotlight at Reverse Mortgage Summit
Three women leaders dominated the stage at the Reverse Mastermind Summit in Knoxville, outlining new sales strategies...
62-Year-Old Couple Bought $480,000 Policy as Tax-Free Bond Substitute
In a move seen across aging portfolios, a 62-year-old couple bought $480,000 policy to substitute for taxable bonds, ...
Inherited IRA Quietly Adds Hundreds to Medicare Bills
A rising Medicare surcharge tied to two-year look-back income means some inheritors face unexpectedly higher bills. T...
NRMLA Webinar Tackles Reverse Mortgage Family Dynamics
A new NRMLA webinar explores how caregiving and intergenerational concerns influence reverse mortgage choices, offeri...
Here’s How You Can Retire to Beaches Costa Rica at 59
Rising U.S. rates and currency shifts push many Americans to Guanacaste’s shores. Here's a practical, up-to-date budg...
Richard Hammond Seen with: What It Means for Your Finances
When headlines shout about who a beloved celebrity is dating, it’s easy to miss the money lessons behind the gossip. ...
Goldie Hawn Marrying Kurt: An Open-Relationship Example
A famous Hollywood pairing shows a different route to lasting partnership. This article uses the Goldie Hawn marrying...
64-Year-Old Retired Teacher with 403(b) Triggers IRMAA
A 64-year-old retired teacher with a $1.1M 403(b) and a state pension confronts higher Medicare IRMAA surcharges as M...
Rate Obsession Fading: Here’s What Replaces It in Loans
Mortgage originations in 2026 are shifting from chasing lower rates to serving life events. Relocation, growing famil...
It’s More Than George: Why Americans Move Abroad Today
Celebrity relocations spotlight a bigger trend: it’s more than george. U.S. households are weighing overseas options ...
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