Retirees moving to low-tax states may be disappointed by the savings they find
While a lower income tax sounds like a savings source, actually taking the plunge might reveal unanticipated costs — including other taxes.
Retirement
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Tariff policy could inspire renewed talk of reverse mortgage as ‘buffer asset’
Wade Pfau recommended reverse mortgage lines of credit as ‘buffers’ during the pandemic, which could make a comeback amid tariff policy.
Satisfaction surveys may not be helpful in guiding retirement policy
Where is the disconnect between reported high retirement satisfaction and poor financial readiness? New research aims to find out.
Pre-retirement anxiety is rising, but current retirees are optimistic
Pre-retirement anxiety is rising, but current retirees are pleasantly surprised by how their retirements are going, according to survey data.
Older Americans are increasingly reliant on credit cards to cover basic living expenses
Large shares of older Americans are increasingly reliant on credit cards to cover basic expenses, including for housing, according to AARP.
Retirees may be turning to home equity to finance healthcare shocks: report
Despite not planning to, retirees appear to tap home equity often to address a healthcare-related financial shock according to a new research brief.
Despite aging-in-place preferences, senior support services are in short supply
Older Americans want to age in place in their own homes, and they also want to remain in their current communities. But these desires could clash with a reality that many communities across the country simply don’t have the resources to support seniors,
Famed encyclopedia highlights ‘sandwich generation,’ recognizing importance of senior caregiving
Britannica, the English-language encyclopedia that has roots as far back as the 1760s, recently highlighted a phrase familiar to the reverse mortgage industry — the “sandwich generation” — in recognition of the growing importance that caregiving for older relatives will have as the global population grows older.
WalletHub says these are the best states for retirees
Personal finance website WalletHub this week released its rankings of the best and worst states to retire in 2025. It determined that Florida, Minnesota and Colorado are the friendliest states for retirees, while Mississippi, Louisiana and Kentucky are at the opposite end of the spectrum.
‘Silver tsunami’ could propel change at low-enrollment WA college
A state senator in Washington wants to close a low-enrollment college and transform it into a health sciences campus, citing the “silver tsunami.”