Category Archives: Retirement

The Next Generation of Reverse Mortgages

When used appropriately, a reverse mortgage can be an effective tool for managing retirement income. If you are not planning to bequeath your home to beneficiaries, a reverse mortgage can provide an income stream to supplement your cash flow and protect your portfolio during market downturns. In the 80s and 90s, reverse mortgages were often […]

Killing Me Softly with Jargon: RMDs

Another day, another acronym. The financial industry is rife with them, causing cringes, confusion, and avoidance, so I try to assume the mantle of translator from time to time. RMD is an important term to know, particularly if you’re approaching retirement, or if you’re already in the thick of it. RMD stands for Required Minimum […]