Reverse Mortgage - 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

View Post

delayed savings significantly reduce retirement

Retirement Planning

The Cost of Waiting: How Delaying Savings by Five Years Impacts Your Nest EggBusiness

Just delaying your savings by five years can drastically reduce your retirement funds,…

Charles
October 3, 2025

early withdrawal penalties and alternatives

Retirement Planning

Hidden Penalties When Tapping Retirement Accounts Early—and Smarter AlternativesBusiness

Getting early access to retirement funds can trigger costly hidden penalties; discover…

Charles
October 2, 2025

Retirement Planning

The Psychology of the Paycheck Gap: Transitioning From Salary to Self‑Paidbusiness

I understand how the paycheck gap can trigger emotional struggles when transitioning to…

Charles
September 30, 2025

flexible budgeting for financial security

Retirement Planning

How to Use a Dynamic Spending Plan to Avoid Running Out of MoneyBusiness

Getting the most out of a dynamic spending plan can prevent financial…

Charles
September 28, 2025