Housing & Real Estate
Mortgages, reverse mortgages, home equity, real estate and where to retire.
How Reverse Mortgages Can Fund Long-Term Care
Discover how reverse mortgages can fund long-term care expenses, providing retirees with financial peace of mind and flexibility.
Unlocking Hidden Wealth: Voluntary Payments in Reverse Mortgages
Discover the hidden wealth potential of voluntary payments on reverse mortgages with expert insights in this video interview. Secure financial flexibility in retirement with this unique strategy.
5 Ways to Own Real Estate in Your Retirement Accounts
5 Ways to Own Real Estate in Retirement Accounts: There are several options to own real estate within retirement accounts, according to Marco Rimassa, the president of CFE Financial.
How Transferring a House Affects Medicaid Eligibility
Transferring your house to a descendant like a child or niece can make you ineligible for Medicaid for a period of time.
Should You Pay Off Your Mortgage?
Should You Pay Off Your Mortgage? As you approach retirement, you may be wondering if you should pay off your mortgage. There are pros and cons to both sides of the argument, according to Beau Kemp of Sensible Money.
Reverse Mortgages
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
The Role of Real Estate in Retirement Planning
Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.
Should I Cash Out My IRA To Pay Off My Mortgage?
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.
Refinancing Your Mortgage
Dana Anspach, CFP, RMA with Sensible Money discusses what to consider when evaluating whether or not to refinance your mortgage.
Real Estate Investing
Opportunities in real estate investing as populations relocate due to the pandemic.
Real Estate – Love it or List It?
Amy Shepard, CFP, RMA with Sensible Money offers some tips to help you decide whether to sell your house and move or renovate your house and stay put.
Mortgage Strategies For Buying A Home
Understanding mortgage options for buying or refinancing a home with Jeffrey Levine, CPA/PFS from Buckingham Wealth Partners.
Level Up With Lee: Buying Real Estate
Lee Baker welcomes real estate professional Franmicka Ford of The Ford Group to the show. Franmicka offers some advice on buying real estate.
Insure Sequence of Returns Risk with a HECM Mortgage
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
How To Buy Your First Home
Real Estate tips for buying your first home.
Buying Your First Home
Money saving tips for 1st time homebuyers.
Post-Election Interest in Moving Abroad Surges
Following the 2024 presidential election, American interest in relocating abroad has skyrocketed. Here are the most-searched destinations.
Michigan Retirement: Low Taxes & Stunning Beauty
Michigan is a top choice for retirees. Enjoy low taxes, breathtaking scenery and abundant outdoor recreation.
Retiring in Expensive Areas: A Financial Roadmap for Success
Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing taxes and building a secure financial future.
Americans Eye Canada and Beyond: Post-Election Interest in Moving Abroad Surges
Following the 2024 presidential election, American interest in relocating abroad has skyrocketed. Here are the most searched destinations.
The Snowbird’s Guide to Estate Planning: Protecting Your Legacy Across State Lines
Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key considerations including domicile, taxes and ensuring health care wishes are respected.
The Best Cities for Snowbirds in 2025
Tired of shoveling snow? Discover the best destinations for retirees looking for warmer climates.
Florida Retirement: Navigating Rising Costs & Climate Risks
Explore Florida's changing retirement market. Understand rising insurance, climate risks, and find the best, most affordable locations for your golden years. Renting tips & HOA insights included
721 Exchange vs. 1031: Tax-Smart Real Estate Investing
Discover the benefits of a 721 exchange for retirement planning. Explore how this strategy addresses debt, cash flow, and market volatility.
Retiring Overseas? Here’s What You Need to Know About Banking and Social Security
Now that all payments are electronically distributed, managing Social Security while living abroad requires a little more thought. Here's everything you need to know about retiring as a U.S. expat.
How to Buy a Dream Retirement Home With No Monthly Payments
Reverse mortgages can allow retirees to buy new homes without any monthly mortgage payments. Here's how.
10 Best Cities for Retirees Seeking Affordable Rent
Rising rents are a challenge, but these 10 cities offer retirees a chance to stretch their income and enjoy a worry-free retirement.
10 Best Places for Retirees Seeking Affordable Rent in 2025
Discover where retirees can find the lowest rent costs in the U.S.
America’s Cleanest and Dirtiest Cities
A recent study ranked 35 large U.S. cities on cleanliness based on seven factors. Find out how your city compares.
America’s Cleanest and Dirtiest Cities, Ranked
A recent study ranked 35 large U.S. cities on cleanliness based on seven factors. Find out how your city compares.
Banking & Investing in Europe as an American: What You Need to Know
Discover how Americans living in Europe can navigate restrictions on U.S. mutual funds and ETFs, explore alternative investment options and find U.S.-licensed custodians in your new country.