Property tax burdens vary widely as states debate senior relief
As states debate relief, the underlying data shows a common trend: residential property owners shouldering a growing share of the tax burden.
Retirement
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Home equity props up retirees as savings fall short
Retirement savings represent about one-quarter of financial assets for the typical working adult, while home equity accounts for one-third.
Social Security planning could open the door for reverse mortgage conversations
Reverse mortgage professionals are advised to start with Social Security education to build trust and identify client needs.
Reverse mortgage line of credit remains underused — but advisers may be receptive
Reverse mortgage lines of credit remain underused in retirement planning as advisers cite risk and perception challenges.
Georgia legislation would curb HOA foreclosures as senior fights loss of his house
The proposals come amid mounting complaints that say fines and legal fees imposed by HOAs have spiraled into liens and foreclosure threats.
Retirement accounts become emergency funds as financial stress rises
Surveys show Americans tapping savings accounts meant for later life to cover immediate needs, even as markets reached record highs in 2025.
Fewer Medicare Advantage plans could create tough choices for senior homeowners
Rising health care costs, paired with minimal rate growth for Medicare Advantage plans, could accelerate insurer withdrawals from states and counties nationwide, potentially disrupting coverage options for millions of older Americans.
WalletHub says these are the best states for retirees in 2026
According to WalletHub, the best states tend to combine low taxes with manageable living costs and strong support systems for older adults.
House approves funding boost for Social Security Administration
Provisions would give the agency an additional $50 million for customer service through fiscal year 2026, which ends Sept. 30.
Gen X investors are confident, but they often lack formal retirement plans
Forty percent of Gen Xers said they do not have a formal written financial plan. Among those who do, half created the plan independently.