This is an older blog post that discusses Annuitization written before the recent increase in rates that still has significant merit for retirement planning. Annuitization, I didn't think that was a word either but according to Morningstar and the a
With 10,000 people retiring every day since 2004 that would hardly seem like a revolution. However, when you see Private Equity creating companies and catapulting into the Senior Assisted Living arena it’s a different dynamic. Private Eq
I didn’t think that was a word either but according to Morningstar and the attached comprehensive retirement planning video, it is. Your retirement, whether it be for you, a client, or a family member, is all part of a plan that is sup
With the constant struggle for everyone in this low interest rate environment we all have to work smarter, not harder to achieve our goals. This is especially true for retirees that no longer earn wages from employment and have to make due with incom
A reverse mortgage is a loan designed to allow seniors to maximize the equity in their homes by accessing flexible credit in unique ways that were not previously available. The flexibility of the funding options for a Reverse Mortgage are treme