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Mar
04

Book Review 1 - Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement

reverse-mortgage

Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
By Wade D. Pfau, Ph.D., CFA

Reverse Mortgages are a financing tool that have largely been ignored by retirement and financial planning professionals because of the negative connotation from years past. Dr. Pfau was interested in exploring this untapped resource and how it may fit into a retirement plan in a beneficial way and aren’t inherently a bad idea. The countless hours he spent researching reverse mortgages is apparent.

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Nov
15

Tax Proposal: What does it mean for you?

tax-proposal

There is a lot of discussion happening regarding the recently released GOP Tax Proposal. With pages and pages of proposed changes the most important thing to note is that this is a proposal, certainly not a finished product and the tax overhaul is far from certain. For you, our clients, not much has changed in the kind of preparation we believe you should be doing. As in every year, we want you to review your expenses, income and last year’s returns and of course, look at any what-if scenarios that may be on your horizon.

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2818 Hits
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