retirement planning

What is a Reverse Mortgage?

What is a Reverse Mortgage?

You have undoubtedly seen television advertisements for reverse mortgages. Typically it shows smiling retirees enjoying their lives free of financial worry. What you typically don’t see is any explanation as to what a reverse mortgage actually entails. The [Federal Trade Commission] explains a reverse mortgage as a tax free, deferred payment loan for individuals 62 […]

Tax Planning: Part 2, Investing for Retirement

Tax Planning: Part 2, Investing for Retirement

Earlier this week, I discussed the practicality of determining how many exemptions to claim as it impacts tax planning. While that topic holds a great impact on your current paycheck and any annual refund you may expect in the end you receive the same amount of money over a 1 year period regardless of what […]