Fiscal Security - Lifevest Advisors

Retirement Planning

Reverse Mortgage Pitfalls: What Every Retiree Should Know Before SigningBusiness

Many retirees overlook critical reverse mortgage pitfalls that could jeopardize their financial security—discover what you need to know before signing.

Charles
September 9, 2025

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Retirement Planning

Reverse Mortgage Pitfalls: What Every Retiree Should Know Before SigningBusiness

Many retirees overlook critical reverse mortgage pitfalls that could jeopardize their…

Charles
September 9, 2025

Retirement Planning

The Solo 401(k) vs. SEP‑IRA Showdown for Self‑Employed ProfessionalsBusiness

Offering higher contribution limits and flexibility, the Solo 401(k) and SEP-IRA each…

Charles
September 7, 2025

Retirement Planning

Bridging the Medicare Gap: How to Budget for Health Care Before Age 65Business

Getting ready for Medicare eligibility requires strategic budgeting to cover healthcare…

Charles
September 5, 2025

Retirement Planning

HSA Superpowers: Funding Health Care Costs—and Retirement—Tax‑FreeBusiness

Navigating HSA superpowers reveals how you can fund health care and retirement…

Charles
September 4, 2025