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.
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Social Security COLA forecast for 2027 jumps to 3.9% in response to rising inflation
The average monthly benefit for retired workers is projected to rise from $2,081.16 to $2,162.33, based on April 2026 figures.
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.
Women take the leadership spotlight at Reverse Mastermind Summit
Three women with prominent roles in the reverse mortgage industry took the stage Tuesday at the Reverse Mastermind Summit in Knoxville, Tennessee, to share personal stories and share sales advice.
Reverse Mastermind Summit kicks off with practical advice, choice words
Reverse mortgage professionals converged in Knoxville, Tennessee, this week for the inaugural Reverse Mastermind Summit — a three-day event designed to bolster the sales skills of industry newcomers by immersing them in knowledge from industry veterans.
Bill targets Social Security earnings limits as retirement trends shift
The Senior Citizens’ Freedom to Work Act would repeal the retirement earnings test.
Smart home technology continues to emerge as key tool for aging in place
Experts say that financing these upgrades remains a central challenge — one that could increasingly be addressed through housing wealth.
How two LOs helped champion proprietary reverse mortgage legislation in Tennessee
Tennessee bill to allow proprietary reverse mortgages expands options beyond HECMs and their $1.25 million limit for 2026.
Retirement confidence declines as worries grow over Social Security, rising expenses
Worker confidence fell 6 percentage points from 2025 to 61%, while retiree confidence fell 5 percentage points to 73%.