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An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place....
In January of 2018, I made some of my first passive real estate investments, including an allocation to a diversified ... Read more...
In 2022, my wife and I paid off our vacation property mortgage after 15 years of ownership. Now that it’s been several months since we paid off the mortgage, I realized there is a triple benefit...
All it takes is protecting what you save, having an income plan, knowing your health care options, reducing your tax burden and making an estate plan....
Been thinking on early retirement quite a bit recently. Have military pension and been doing contract work that keeps me on the road. Partner has at home business that finances would not be an issue. ...
A reverse mortgage seems like a good way for seniors to tap the equity in their home, but what about the fees? Join us as we examine reverse mortgage fees and other costs related to a home equity conv...
September 28, 2022– As a follow up to our recent article, “There Might Be More Than One Kind of Home for You in Retirement“, this one concentrates on the latter stage of retirement. ...