How to Calculate Your Retirement Spending Needs

How to Calculate Your Retirement Spending Needs

According to a 2020 survey by FinanceBuzz, one in three Americans say they haven’t saved anything for retirement. In addition, the National Retirement Risk Index reveals that 50% of households might not be able to maintain their current living standards when they...
Exciting Changes to Reverse Mortgage

Exciting Changes to Reverse Mortgage

Exciting news if you want to buy a home with a reverse mortgage! Did you know that you can buy a new home with a reverse mortgage and the program just got better? If you’re considering a new home that better fits your needs or is in your dream location, an FHA...
Revocable vs. Irrevocable Trust

Revocable vs. Irrevocable Trust

When deciding how to distribute assets to your heirs, consider setting up a trust as a part of your estate plan. There are two main types of trusts, revocable and irrevocable. It’s important to know how these trusts work so you can determine which arrangement works...
What You Need to Know about a Living Trust

What You Need to Know about a Living Trust

A common tool in estate planning is a living trust. Here is everything you need to know about how a living trust works and when it makes sense to add one to your estate plan.  What Is the Primary Purpose of a Living Trust? A living trust is a legal document with...