article
Downsize your home. Rightsize your life.
Your kids have left home and you have more living space than you need. Should you consider downsizing to a smaller home?
Skip to Content
Back to top
LIFESTAGES
Emptying the nest
If children or other family members are becoming less dependent on you financially, your earnings may peak. Your focus may shift to catching up or maximizing retirement savings; however, the desire for “the good life” can compete with savings goals. And though the nest may be empty, the financial needs of adult children and aging parents can create new burdens.
blog post
Tips for caregivers to reduce elder financial abuse
At some point, most of us will become caregivers to a senior. Here are some tips to help detect elder financial abuse and protect your loved one.
calculator
Does it make sense to tap into your home's equity?
Use our calculator to compare using your home's equity versus other financing for a major purchase.
article
Should you refinance as you approach retirement?
Refinancing a mortgage loan can have benefits, but there are certain considerations if your retirement years are within sight.
blog post
The day my mom called to say my son was in jail
I never believed my parents would fall for the grandparent phone scam. . .until they nearly did.
calculator
Figure your monthly retirement income.
Use our calculator to determine what monthly income your current retirement savings will provide.