Thinking of refinancing your mortgage? It may be getting a little more expensive to do so soon.
CNBC.COM
Refinancing your mortgage will cost more thanks to an 'adverse market' fee
The possibility of a long-term care need can wreak havoc on a retirement plan. Long-term care insurance can help. Is it right for you?
MONEY.COM
Long-Term Care Insurance: A Comprehensive Guide to Costs, Coverage and Whether It's Right for You
A reverse mortgage is kind of like an annuity...not appropriate in most situations, but a good tool when used in the right situation.
MONEY.USNEWS.COM
What to Consider Before Getting a Reverse Mortgage in Retirement
Interest rates are low, which is good for getting a mortgage. Unfortunately, mortgage credit availability has also dropped, which means it might be hard to get those good rates.
MARKETWATCH.COM
Mortgage rates remain near record lows — now the challenge will be finding a lender willing to give you one
Rall Capital Management updated their business hours.
This is why we try to help our clients plan to spend more in retirement than they do while working.
BUFF.LY
10 Things You'll Spend More on in Retirement | Kiplinger
Receiving Social Security benefits? It was just announced that you will get a 1.3% raise for 2021. https://buff.ly/3jWl20a
BLOG.SSA.GOV
Social Security Benefits Increase in 2021 | Social Security Matters
Inherited an IRA? There are some important differences between it and your own IRA that you should know. https://buff.ly/2FjlW7V
Open Enrollment period for Medicare starts this week. Here is some info that can help you decide which coverage is best for you.
INVESTOPEDIA.COM
Medicare Advantage vs. Medigap
As we get older, it can be okay to play the short game with our finances...after all, we only go around once!
HUMBLEDOLLAR.COM
humbledollar.com
Yes, you can start collecting Social Security as early as age 62. But good arguments can be made for delaying until you are 70.
KIPLINGER.COM
3 Reasons to Wait Until 70 to Claim Social Security Benefits | Kiplinger
In your 50s? Retirement is no longer some distant event...time to get a plan in place!
CNBC.COM
If you're saving for retirement and are in your 50s, it may be time to reassess your plan
It’s almost taboo to discuss our finances in our society. But holding a family money talk with your adult children is important. Here’s how you can start.
RALLCAPITAL.COM
How to Have a Family Money Talk with Your Adult Children — Rall Capital Management
Life insurance as an investment? In most cases, no.
INVESTOPEDIA.COM
Is Life Insurance a Smart Investment?
Relocated to a new state? You should update your estate docs.
CNBC.COM
Op-ed: Moving to a new state? If so, make sure those estate plans have been updated
Medicare premium info for 2021.
KIPLINGER.COM
What You’ll Pay for Medicare in 2021 | Kiplinger
Some solid financial moves to make as we start a new year.
KIPLINGER.COM
Review Your Finances Now to Keep on Track in 2021 | Kiplinger
A good retirement is as much psychological as it is financial.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
Here's a good discussion on how to get health insurance, and possibly subsidies, through the Healthcare Marketplace.
NEXTAVENUE.ORG
How to Buy Health Insurance on the Marketplace for 2021
