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Reference Section
Projected Savings Medicare Beneficiaries Need for Health Expenses Increases
The Employee Benefit Research Institute published a report that estimates some couples could need as much as $469,000 in savings to cover their health care costs in retirement. … more Projected Savings Medicare Beneficiaries Need for Health Expenses Increases
2026 Retirement Readiness Outlook
Asset Preservation Wealth & Tax, a high-net-worth financial advisory firm based in Phoenix, surveyed 1,000 Americans ages 55+ planning to retire in 2026 to gauge confidence levels and … more 2026 Retirement Readiness Outlook
CRMP: Across the Kitchen Table, A Chat With Renee Coleman
For Renee Coleman, CRMP, a loan officer with CrossCountry Mortgage, mortgage lending has never been just about rates, terms, or closing dates. It’s about people—particularly seniors—navigating some of … more CRMP: Across the Kitchen Table, A Chat With Renee Coleman
Home Prices Increase 1.3 Percent in 2025
National home prices grew modestly in 2025, with a 1.3 percent annual increase, the weakest since 2011, according to the latest Case-Shiller Index. The big picture: Inflation outpaced … more Home Prices Increase 1.3 Percent in 2025
NRMLA Seeks Changes to NJ Counseling Bill
NRMLA submitted a letter to New Jersey State Senator Shirley K. Turner requesting revisions to a reverse mortgage counseling bill (Senate Bill 264) that she recently introduced. NRMLA … more NRMLA Seeks Changes to NJ Counseling Bill
Highlights from Social Security Webinar
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Sponsored Content: Grow your business with the improved HomeSafe Second
Offer clients a flexible alternative to a standard HELOC with HomeSafe Second. It’s a reverse second mortgage that sits behind a first mortgage–no additional monthly mortgage payment required. … more Sponsored Content: Grow your business with the improved HomeSafe Second
Retirement in America: Report Analyses Preparedness of Working-Age Americans
Using Census Bureau data, a new report from the National Institute on Retirement Security (NIRS) finds that homeowners aged 65 and over have accumulated on average $210,493 in … more Retirement in America: Report Analyses Preparedness of Working-Age Americans
NRMLA and Its TN Members Urge Passage of Reverse Mortgage Bills
This week, NRMLA submitted letters of support to the sponsors of Tennessee House Bill 2382 and Senate Bill 2190 that would authorize proprietary reverse mortgages. Why it matters: … more NRMLA and Its TN Members Urge Passage of Reverse Mortgage Bills
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