How this startup helps minorities reach financial wellness
As communities begin to build back their finances after the pandemic, this company wants to close the gap in equitable lending.
Home equity loans
How to help your clients’ retirement savings last
To ensure their investments stretch as long as they live, clients are advised to develop a sustainable withdrawal plan and consider annuities.
An easier and cheaper way for retirees to tap home equity
More states should follow in California’s footsteps in making it easier and cheaper for seniors to tap home equity, writes Alicia Munnell, director of the Center for Retirement Research at Boston College.
The pros and cons of a reverse mortgage
These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.
Comparing self-employed retirement plans
The solo 401(k), the SEP IRA and a SIMPLE IRA are retirement savings vehicles that are meant for contractors, freelancers and other self-employed individuals
