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Share financial information with your spouse now to avoid problems later

It’s common for couples to share their financial lives but not the responsibility for managing household finances.  But if a spouse dies or experiences a sudden illness, getting up to speed quickly could be challenging for the person left behind. Share your family financial picture now to prepare for the future. 

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Mortgages

Don’t let marketers tell you how to age in place

Over ten thousand people turn 62 every day, and with a majority of them homeowners, a growing number of businesses are increasingly using the phrase “aging in place” to market financial products and services to homeowners in the baby boom generation. Many of these businesses and lenders, however, are incorrectly implying that staying in your current home is the only option for aging in place, which isn’t always the best option for everyone.