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Retirement

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The best state to age in place is not where you think

June 3, 2025 by bp56691
If you think the best state for aging in place is a popular retirement destination, a new report encourages you to think again.
Categories Aging in Place, Florida, HWmember, Idaho, New Jersey, North Dakota, Retirement, Reverse, Texas, Utah

How important is public transit for aging in place?

June 2, 2025 by bp56691
The government of Canada found that public transit supports aging in place by reducing costs and strengthening social connections.
Categories Aging in Place, Canada, HWmember, Retirement, Reverse

As consumer sentiment remains low, is the ‘silver tsunami’ keeping the economy humming?

May 27, 2025 by bp56691
Despite signs of souring economic sentiment, the economy keeps moving along. One columnist credits seniors for this resiliency.
Categories Bloomberg, Consumer confidence, Global Economy, HWmember, Retirement, Reverse, Social Security

Social Security sees ‘dramatic’ spike of 276,000 applications

May 16, 2025 by bp56691
The increase in applicants was partially attributed to economic anxiety from volatile markets and uncertainty about the program’s longevity.
Categories HWmember, New York Times, Retirement, Reverse, Social Security, Social Security Administration, Urban Institute

Americans are living longer — but they aren’t prepared for retirement impacts

May 14, 2025 by bp56691
Outliving retirement savings could put financial security at risk as American life expectancy grows, the research suggests.
Categories American College of Financial Services, HWmember, Nationwide Retirement Institute, Retirement, Reverse

Property insurers must prepare for aging population: report

May 7, 2025 by bp56691
As the global population ages more rapidly, property insurers must assess their offerings to meet the moment, according to a new report.
Categories Aging in Place, baby boomer, Homeowners insurance, HWmember, Retirement, Reverse

The potential benefits of senior property tax deferral programs

May 2, 2025 by bp56691
A longtime retirement researcher weighs in on the possible benefits of property tax deferrals for older homeowners.
Categories Boston College, HWmember, Massachusetts, Property Tax, Retirement, Reverse

UWM faces class-action lawsuit over alleged misuse of 401(k) plan assets

April 30, 2025 by bp56691
Filed Monday in a Michigan district court, the lawsuit accuses UWM of violating the Employee Retirement Income Security Act (ERISA).
Categories Lawsuit, Legal, Legal & General Home Finance, LendingLife, Mortgage, Origination, Retirement, United Wholesale Mortgage

FOA debuts new marketing campaign tying home equity to life’s ‘next chapter’

April 22, 2025 by bp56691
FOA debuts new marketing campaign tying home equity to life’s ‘next chapter’
Finance of America debuted a new creative campaign soon after announcing the enlistment of a new agency to drive modern marketing efforts.
Categories Finance of America, Home Equity, HWmember, Marketing, Retirement, Reverse

Retirees moving to low-tax states may be disappointed by the savings they find

April 10, 2025 by bp56691
While a lower income tax sounds like a savings source, actually taking the plunge might reveal unanticipated costs — including other taxes.
Categories Aging in Place, baby boomer, HWmember, Property Tax, Retirement, Reverse, Tax, Wall Street Journal
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