May Is Older Americans Month
May is Older Americans Month! Celebrate the healthy way with these tips for your mind, body, and finances. How are you taking care of yourself this month?
The 7 Best Books on the History of Money & Investing
These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
College Funding Choices
How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider.
April 2022 Client Newsletter
Reverse Mortgages A reverse mortgage is a means of turning the value of home ownership into cash. All or part of the equity in the home can be converted into cash without having to sell the home or taking on additional monthly bills, as would be the case with taking on a second mortgage. To be eligible for most reverse mortgages, homeowners must be 62 years of age or older.
Dealing with Unexpected Expenses in Retirement
You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.
