Social Security, Medicare solvency could be examined by bipartisan commission
Rather than advancing immediate policy changes, the panel would study financial outlooks and submit recommendations for lawmakers to consider.
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Mutual of Omaha remains No. 1 as HECM endorsements fall 4.7% in May
May HECM endorsements fell to 1,967, down 4.7% from April. Mutual of Omaha Mortgage led with 423 and a 21.5% market share.
Fidelity data shows record retirement savings, rising Roth adoption
Combined employer and employee contributions for 401(k) savers hit 14.4%, approaching Fidelity’s suggested 15% target.
Pennsylvania lawmakers set to vote on home equity investment regulations
House Bill 2120 would place shared appreciation agreements under the same statutory safeguards as other home-secured financial products.
Home equity cap tied to Medicaid eligibility is set to change
New Medicaid rule will cap home equity at $1 million for long-term care eligibility beginning in 2028, potentially affecting senior homeowners.
Atlas VMS’s Erik Morin on HECM second appraisals, AIM-Port acquisition
Atlas VMS says 8.3% of HECM loans needed a second appraisal in Q1 2026 versus 10.4% in Q4 2025, adding cost and time.
As retirement costs surge, more homeowners turn to their equity
65-and-older households now spend about $122,000 annually, compared with roughly $60,000 in 2000, according to survey data.
Study: Bipartisan Social Security plan to borrow and invest unlikely to pay off
The assessment was critical of a plan championed by Sens. Bill Cassidy, a Louisiana Republican, and Tim Kaine, a Virginia Democrat.
Reverse mortgage vet Bruce Simmons on success in sales: ‘What is my why?’
Bruce Simmons talked about reverse mortgage sales habits, goal setting, time blocking and why 80% of sales need at least five follow-ups.
Retirees counting on home equity may face financial shortfalls
Financial advisers and housing experts warn that many older homeowners may be counting too heavily on their homes as retirement safety nets.