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    1. Read
    2. Topics
    3. Retirement Planning

    Retirement Planning

    Saving for retirement, withdrawal strategies, account types, Social Security, and FIRE.

    7 tags
    11 articles
    9 experts
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    Latest Articles

    • What If You Could Give Your Children Part of Their Inheritance While You’re Still Here?

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    • The Medicare Gap: What Assisted Living Really Costs

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    • Retirement Housing: Is Your Home Part of the Plan?

      Five strategic housing paths for retirement. From aging in place to HECM options to maximize cash flow and long-term safety.

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    • She Thought She Might Lose the Home She Had Loved for More Than 40 Years

      Learn how a South Carolina retiree overcame unemployment, medical debt, and financial hardship to remain in her longtime home using a HECM reverse mortgage, housing assistance, and a strategy that restored stability and peace of mind.

      Mandie Sue Mills51
    • They Still Loved Each Other… They Just Wanted Different Retirements

      Learn how a couple navigating a silver divorce used HECM for Purchase reverse mortgages to buy homes that matched their retirement goals without taking on required monthly mortgage payments. Discover how home equity can support housing decisions after divorce.

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    • What a Real Financial Plan Actually Looks Like

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      Lucas Fender70
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      Carolyn Welch51
    • He Built His Dream Home, But Thought He'd Never Be Able to Retire

      Learn how a 78-year-old Texas couple explored a HECM reverse mortgage to eliminate nearly $5,000 in monthly consumer debt payments, preserve retirement savings, and create a path toward a more confident retirement while protecting the spouse who will remain in the home.

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    • Senior Housing Shortage: Why Aging in Place Fails in 2026

      With senior housing occupancy at a record 89.5%, aging in place is becoming a risky necessity. Discover the real costs of home care unreliability in 2026.

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    • She Didn't Want a Bigger House She Just Wanted to Be Closer to Her Family

      Learn how a widow used a HECM for Purchase reverse mortgage to sell her longtime home, move closer to her children and grandchildren, and buy a home in a higher-priced community without taking on a required monthly mortgage payment.

      Mandie Sue Mills40
    • How a Reverse Mortgage Helped a Retired Widow Stay in the Home She Loves

      Discover how a retired widow used a HECM reverse mortgage to eliminate her mortgage payment, improve cash flow, and remain comfortably in her home during retirement.

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    • How a Reverse Mortgage for Purchase Helped a 70-Year-Old Retiree Avoid Homelessness

      Discover how a 70-year-old retiree used a HECM for Purchase reverse mortgage to buy a $225,000 home, avoid homelessness, and create housing security on a fixed Social Security income.

      Mandie Sue Mills20
    • The Difference Between Surviving Retirement and Enjoying It

      After losing her husband's income, a 75-year-old widow struggled to make ends meet. Learn how a reverse mortgage provided $500 per month and peace of mind, helping her enjoy retirement instead of simply surviving it.

      Mandie Sue Mills30
    • Why This Real Estate Investor Chose a Reverse Mortgage Instead of Refinancing Two Rental Properties

      Discover how a 69-year-old real estate investor used a HECM reverse mortgage to access capital, avoid refinancing two paid-off rental properties, preserve cash flow, and purchase another income-producing investment property.

      Mandie Sue Mills20
    • They Didn't Want a Mortgage in Retirement; So They Bought Their Dream Home Without One

      How a HECM for Purchase Helped a Couple Buy Their South Carolina Dream Home Without a Monthly Mortgage Payment

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    • Why Seniors Are Rethinking Reverse Mortgages in 2026

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    Tags

    • Retirement

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