Ex-Husband Died Didn’t Even: Surviving Spouse Benefits
A divorced retiree learns she may qualify for survivor benefits years after her marriage ended. Experts say many elig...
When To Rebalance Automatically Retirement Portfolio
Timing matters: automatic rebalancing should occur as your allocations drift beyond set thresholds.
18,157 articles
Reverse Mortgages Emerge as Tool in Gray Divorce Settlements
Rising gray divorces are pushing older homeowners to consider reverse mortgages as a financial lever. A new wave of s...
Movement’s Reverse Mortgage Leaders Redefine Sales Strategy
Movement Mortgage’s reverse mortgage division is pursuing modest growth through organic leads and purpose-driven lead...
Ways Divorce Derail Your Finances: A Timely Look Now
As households face ongoing economic pressure in 2026, divorce can ripple through finances for years. This report outl...
U.S. Stock Market ‘About’ Priced Too High, Investors Warn
As valuations run high, retirement plans face tighter assumptions. Experts urge conservative return targets and diver...
Half of Older Americans Unfulfilled, Doctors Miss It
A major new study reveals a striking gap: nearly half of adults 62 and older report lacking fulfillment, even as medi...
Average Social Security Check Could Shrink by $458
New projections warn that the Old-Age and Survivors Insurance Trust Fund may deplete by 2032, potentially slashing th...
Delayed Social Security Bigger Payoff Blown by Death
A widow’s plan to maximize benefits by delaying Social Security to age 70 is upended when her husband dies at 71, hig...
Switching From Spousal Survivor Boosts Widow Benefits
A widow may see a meaningful, lifelong boost by switching from spousal survivor to survivor benefits. This article ex...
What Mortgage Pros Need to Know About Reverse Mortgages
Older homeowners are increasingly turning to reverse mortgages to boost retirement liquidity, prompting lenders to re...
Trust & Will CEO Cody Barbo: Stress Reshapes Estate Planning
Rising financial stress and record home equity are pushing Americans to rethink estate planning. A new review from Tr...
What Social Security Fairness Adds to a Retired Officer
The Social Security Fairness Act repeals the Windfall Elimination Provision and Government Pension Offset, boosting a...
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