Tools and resources for a better,
more financially secure retirement.
We understand that planning to secure your financial future can be overwhelming, which is why we’ve simplified things for you. Browse through our articles to better understand the importance of home equity in a retirement plan, how different solutions work, and the various ways you can access your equity for a more secure future.

6 Simple Ways to Cut Costs & Save During Retirement
A safe and comfortable retirement is a goal for most retirees, but living on a fixed income can make it seem impossible. Since there is no safety of a steady paycheck, many are left feeling overwhelmed, looking for options to accommodate their growing needs. So how do you make sure that you spend your retirement […]
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Steve Vernon of CBS MoneyWatch touts reverse mortgage loans
The article dispels many of the misconceptions about reverse mortgage loans including fees, legacies and policy while also explaining how the product offers an opportunity to tap home equity without selling the home – an option often overlooked based on the research. Read the full article here: https://cbsnews.com/news/reverse-mortgages-rodney-dangerfield-of-retirement-planning/
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Retirement: Millennials vs Baby Boomers
Regardless of your age or which generation group you are a part of, it is important to take the appropriate steps to prepare yourself for retirement. Based off what you read about the differences between Baby Boomers and Millennials, it seems safe to assume that the differences between these two generations would extend to the […]
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