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Use Your Home to Stay at Home™ Many older adults wish to remain in their homes, but find it hard to cover everyday expenses, including the costs that can come with a chronic health condition.  For some, using home equity to pay for help at home and other homeowner expenses can be an important option.

Some people, near or in retirement, attempt to use a HELOC (home equity line of credit) on their home as a way to access the stored-up equity in their home.  What these people have discovered is that the majority of their wealth is stuck in their home.  While they are right about where their wealth

Most people mean well, but often make terrible financial mistakes simply because they are not fully informed. Here are 3 common mistakes that you want to avoid during your retirement. Avoiding these will leave more money available for you during your retirement and/or more money left over for your heirs. 1) Do NOT sell a

REVERSE MORTGAGE VS. HOME EQUITY LINE OF CREDIT Which is Right for You? I help clients who need to improve their cash flow.  Like most people in retirement, most of your wealth is stuck in your home.  Wisely, you want to keep the home and access a portion of your wealth to improve retirement well-being. 

Retirement facts you need to know to stay ahead Managing finances in retirement is very tough for 93% of all Americans.  Below are a couple of the key areas you must focus on in order to do well for yourself during your retirement years. Maximize your Social Security In order to receive the maximum amount

If you have recently loss your spouse, please accept my deepest condolences.  Although we all know we and our spouse will pass on one day, nothing quite prepares you for the emotional trauma. I have helped thousands of families and the one thing I have witnessed is that the surviving spouse usually suffers significant financial