Economists Are Gloomy!? Many feel a recession is coming. Wharton Business School’s Olivia S Mitchell recently addressed the challenges of retirement, especially for retirees. Key steps: First, “try to put together a […]
I'm a wealth manager who enjoys helping people discover what path they want to walk and build a financial strategy to achieve it. This blog focuses on retirement planning, and currently delves into reverse mortgages.
This article is from: Squared Away Blog: Financial Behavior: Work, Save, Retire from the Center for Retirement Research at Boston College, posted Feb 11, 2020 Retirees are apparently unpersuaded that it’s a […]
This article by Neal Templin appeared in Barron’s Dec 14, 2019. Looking to free up $4 million to fund your retirement or pay off your mortgage? If you’re a senior with serious […]
By Jamie Hopkins By JAMIE HOPKINS For AdvisorNews Generally financial advice in the United States has been siloed, fragmented and often product-driven. Over the past 80 years, the development of financial advising has […]
The Academy for Home Equity in Financial Planning The University of Illinois at Urbana-Champaign Publications by Academy members and other thought leaders Integrating home equity into retirement planning (Academy for Home Equity in […]
Jan 18 update: added new Michael Kitces blog on acquisition vs home equity mortgage interest treatment below. BY TOM DAVISON ON DECEMBER 31, 2017 Important income tax changes in December 2017 affect reverse mortgages. The […]
Dec 2017 updates: Important tax law changes