Back to the Basics: How Home Equity Can Support a More Flexible Retirement
For many retirees, the home is more than a place to live, it’s one of the largest assets on the balance sheet. Yet home equity is often overlooked or underutilized in retirement planning. When thoughtfully integrated into a broader financial strategy, home equity can provide flexibility, resilience, and peace of mind throughout retirement. The key isn’t viewing your home as …
Briefcase Study: Talking with Adult Children About Aging Plans
Talking with Adult Children About Aging Plans: Why the Conversation Matters Over the holidays, Marsha found herself packaging up Christmas dinner leftovers with her adult daughter to feed the grandkids for days to come. What she didn’t expect was the conversation they had about the future and what may come next for Marsha after she can no longer continue to …
