Social Security is the single most common element of most Americans’ retirement plans. But it’s also one of the least understood. Contrary to popular belief, it’s not as simple as hitting a magic age and having checks arrive in the mail. (For example, did you know that there are 567 ways for a couple to …
Medicare is one of the most commonly misunderstood “age-related milestones” when it comes to financial planning. But it’s a crucial component of any retirement plan. This workshop will cover such topics as when to sign up for Medicare, what Medicare does — and doesn’t — cover, the costs, and what your options are. It will …
“People often pay more in taxes than expected because of our government’s confusing and different ways it treats various income sources with hidden taxes and penalties. This workshop will help you anticipate how and when to tap assets such as IRAs to augment income, to cover your expenses, help you understand the range of taxes you will face a various …
If you want a snapshot of how confusing the investment landscape can be, look no further than the wide range of opinions on Reverse Mortgages. Yet despite what you may have heard, today’s version of a Reverse Mortgage can be an incredibly powerful tool in your financial planning. It can be used to eliminate mortgage …
Understanding Housing Wealth & Reverse Mortgages in Retirement Read More »