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Putting Clients First is No Longer a Slogan with Fiduciary Rule

Shannon Hicks
The Implications for Financial Professionals Warrant a Second Look It’s one of the biggest game-changers for financial professionals: the expanded definition of a fiduciary by the Department of Labor under the ERISA act. The rule extends beyond those managing assets to include those giving investment advice for a fee or

Retire? Bah, Humbug!

Amara Rose
The time is ripe for reverse mortgage to play a grander role as a possible way to fund one's elder years, since even part-time positions after retirement are unlikely to generate the income level needed to keep pace with the rising cost of living, or unexpected health care expenses that

Estate Planning / Part 2: Avoiding Financial Regrets

Amara Rose
One of the most touted benefits of a reverse mortgage is the peace of mind that comes from knowing that as a senior ages, they'll have the funds they need to remain in their beloved home, pay the property taxes and upkeep, and still have enough left over to be

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