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Financial Adviser

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Couples can boost retirement savings with one simple conversation

July 28, 2026 by bp56691
Research found that just over 40% of couples actively coordinate their 401(k) contributions to maximize employer matching funds.
Categories Aging in Place, Financial Adviser, HWmember, Mortgage, Retirement, Reverse

Reverse mortgage line of credit remains underused — but advisers may be receptive

February 5, 2026 by bp56691
Reverse mortgage lines of credit remain underused in retirement planning as advisers cite risk and perception challenges.
Categories baby boomer, Financial Adviser, HWmember, LendingLife, Mutual of Omaha Mortgage, Retirement, Reverse, Reverse Mortgage Daily

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