Mortgages

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.

The employee assistance program will be a fully integrated service within the company’s mobile app.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Moving could eliminate their mortgage, reduce housing expenses and lower cost of living.

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.

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.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

States with unfunded public employee retirement obligations will have to rely on real estate property as their ultimate collateral to deal with the risk.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved.

Despite the bumpy ride for 401(k) plans in the first half of this year, some analysts say investors can expect a better scenario for the remainder of 2018.