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For Better or Worse: Should Couples Marry their Finances?

Posted in: Money Management, Q&A

In the not-too-distant past, couples didn’t think much about combining their finances. After marriage, they would open joint bank accounts, take out a mortgage together, and share all of the income and household expenses. But things have changed since the 1950s. Today, it’s more common for both partners to earn their own ...

Organizing Your Finances in Eight Easy Steps

Posted in: Money Management, Q&A

If you’re like most people, the prospect of organizing your finances is daunting – to say the least. When faced with stacks of account statements, credit card due dates and household bills, it may seem easier to shove it all in a file and close the cabinet drawer. But ignoring your finances and wishing the bills away is neve...

Protecting Seniors from Identity Theft

Posted in: Fraud Awareness, Q&A

Identify theft is an unfortunate reality of our times, and seniors can be especially vulnerable to this life-altering crime. If you’re a senior yourself or are helping care for an elderly friend or family member, there are a number of things you can do to protect personal information from falling into the hands of the wrong pe...

Reverse Mortgage 101: Debunking Common Myths

Posted in: Homeownership, Q&A

With so many scams targeted at the elderly, many people wonder whether reverse mortgages are a legitimate option for generating cash or simply another scheme that exploits seniors. Simply said, a reverse mortgage or Home Equity Conversion Mortgage (HECM) enables homeowners 62 years and older to convert part of their home equi...