9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025 January 23, 2025byEditorial Team Big changes are afoot with the start of 2025. See what’s in store for your bottom line. Read more about 9 Big Economic Developments and How They’ll Help (or Hurt) Your Finances in 2025
Maxifi vs Boldin: Which is the Better Retirement Planning Tool for You? December 31, 2024byEditorial Team Compare Maxifi to Boldin. These are two powerful tools with a few critical differences. See what is best for you. Read more about Maxifi vs Boldin: Which is the Better Retirement Planning Tool for You?
Best Financial and Retirement Articles from 2024 December 24, 2024byEditorial Team Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future. Read more about Best Financial and Retirement Articles from 2024
The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money December 5, 2024byEditorial Team The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people. Read more about The Savings Playbook, a Logical and Meaningful Way to Prioritize Where You Save Money
Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money August 8, 2024byEditorial Team Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled. Read more about Where to Turn in Times of Financial Stress: 12 Ideas for Feeling More Confident About Your Money
Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life July 11, 2024byEditorial Team Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning. Read more about Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life
Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security April 2, 2024byEditorial Team Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future. Read more about Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security
Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future April 2, 2024byEditorial Team Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning. Read more about Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future
Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much May 25, 2023byEditorial Team Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know. Read more about Over Saving for Retirement: Advice from Real People Who May Have Saved Too Much
Financial Planning is Hard: Explore 7 Reasons Why and What to Do About It April 20, 2023byEditorial Team Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties. Read more about Financial Planning is Hard: Explore 7 Reasons Why and What to Do About It
Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect” April 13, 2023byEditorial Team Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more. Read more about Podcast 71: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”
2023 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers December 5, 2022byEditorial Team The government raised reverse mortgage lending limits to an all time high. Does this mean more money for you? It depends… Read more about 2023 Reverse Mortgage Lending Limits Increase: More Money for Some Borrowers
29 Early Retirement Tips, Strategies, Tricks, & Hacks November 2, 2022byEditorial Team Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now. Read more about 29 Early Retirement Tips, Strategies, Tricks, & Hacks
Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G October 6, 2022byEditorial Team Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients. Read more about Podcast: DiverseFI and Regret Minimization Insights from Hospice Doctor, Doc G
Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons September 30, 2022byEditorial Team Do the pros outweigh the cons? Get unbiased info on disadvantages advantages and – details on fees, interest rates, loan amounts and more… Read more about Reverse Mortgage Disadvantages and Advantages: Your Guide to Reverse Mortgage Pros and Cons
How Does a Reverse Mortgage Work? August 2, 2022byEditorial Team If you are struggling to figure out how does a reverse mortgage work, you are not alone. One thing is clear: reverse mortgages are NOT clear. A recent Boldin poll indicated that 46% of respondents had the facts wrong about reverse mortgages. This article focuses on explaining the basics of how does a reverse mortgages… Read more about How Does a Reverse Mortgage Work?
Reverse Mortgage Calculator | How Does It Work June 29, 2022byEditorial Team Reverse Mortgage Calculator: Understand How Reverse Mortgage Calculations Work, and Find Out How Much You Can Get from a Reverse Mortgage. Read more about Reverse Mortgage Calculator | How Does It Work
Reverse Mortgage Checklist: Big Questions to Ask if You Are Considering this Loan April 25, 2022byEditorial Team Your house is your: Home. Heart. Hopes. Wealth. Future. The decision to get a reverse mortgage is a big one. Use this checklist to make the right choice… Read more about Reverse Mortgage Checklist: Big Questions to Ask if You Are Considering this Loan
How Reverse Mortgages Work: Do You Agree With the Top 5 Reverse Mortgage Objections? October 23, 2021byEditorial Team Given the right information, many seniors may actually find that a reverse mortgage is a good financial decision for their situation. Read more about How Reverse Mortgages Work: Do You Agree With the Top 5 Reverse Mortgage Objections?
Reverse Mortgage Limits: The Government Limits How Much Money You Can Get in the First Year October 15, 2021byEditorial Team The government-insured reverse mortgage program has undergone major changes in the last few years to better protect borrowers, including one that limits how much money borrowers can get in the first year of the loan. What?!?!??? Less money? How limited is access to your own home equity? Why is limiting how much money you can… Read more about Reverse Mortgage Limits: The Government Limits How Much Money You Can Get in the First Year
Use a Reverse Mortgage for Purchase of a New Home August 17, 2021byEditorial Team Did you know you can use a reverse mortgage for purchase of a new home. Is this the right way to buy into your dream retirement location? Read more about Use a Reverse Mortgage for Purchase of a New Home
What is a Reverse Mortgage Line of Credit? July 20, 2021byEditorial Team Can a reverse mortgage line of credit give you a more carefree retirement? Get the inside scoop on this somewhat complicated financial strategy. Read more about What is a Reverse Mortgage Line of Credit?
The Complete Guide to Reverse Mortgage Interest Rates and Fees July 2, 2021byEditorial Team This is the most complete online guide to all of the costs associated with reverse mortgages including reverse mortgage interest rates. Read more about The Complete Guide to Reverse Mortgage Interest Rates and Fees
Innovative Uses of Reverse Mortgages: Smart and Sophisticated Ways to Tap Home Equity for Greater Wealth June 11, 2021byEditorial Team Generally speaking, the uses of reverse mortgages are endless. And, you get to choose the best way to manage or spend the money from the loan. Most seniors use a reverse mortgage to help close a gap between their retirement expenses and their retirement income. Reverse mortgages eliminate monthly mortgage payments and give you access… Read more about Innovative Uses of Reverse Mortgages: Smart and Sophisticated Ways to Tap Home Equity for Greater Wealth
