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2 New Reverse Mortgage Rules for Couples

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posted by Richard Eisenberg | July 25, 2014

The new HUD rules will prevent some spouses whose names aren't on the loans from facing foreclosure but couples could now see smaller loan proceeds, too.

As Savers, the Boomers' Kids Are All Right

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posted by Richard Eisenberg | July 25, 2014

A Transamerica survey says Millennials have started saving for retirement early and well. The catch is: they need to have jobs with 401(k) plans.

How to Declare Your Financial Independence

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posted by Richard Eisenberg | July 14, 2014

Here's advice from Jonathan Chevreau, author of Findependence Day, who just stopped working full-time and three apps and websites that can help you achieve financial freedom.

New Rules to Help Avoid Outliving Your Money

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posted by Richard Eisenberg | July 3, 2014

The Treasury Department's rules could make employers more willing to offer employees with 401(k) plans longevity annuities, sometimes called longevity insurance or deferred-income annuities.

We're Flying Blind Investing for Retirement

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posted by Richard Eisenberg | June 24, 2014

The Hearts & Wallets survey found most investors in their 40s and 50s don't know what's in their portfolio. Here's why many should get professional help.