I am a fan of (at least considering using) reverse mortgages. Although there is some controversy from the old days where the product lacked current consumer protection, the new world of reverse mortgage is worth looking at. Nationwide data indicates…
Just when you thought you’d seen it all, a new type of scam has come up where people are impersonating financial planners. I guess impersonating police officers got too boring. You may have noticed that financial advisors’ careers aren’t cast…
It feels unoriginal, but what kind of financial planner would I be to not even acknowledge the latest tax bill? There is a LOT going on with the bill (remember, it’s Big), so I’m going to focus very narrowly on…
Tariffs, world unrest, inflation, politics, actual ticks – things are going to happen, but people still want to finish their basements. A common question that comes up in financial plans is, “How can I pay for my house improvements without…
It’s hot, you’re cranky, and you have a baseball tournament/music festival/company picnic/outdoor wedding/high school reunion/hot flash to attend. Never fear! Your friendly financial advisor has some little luxuries to help turn your roofer-sweat into an Instagram-worthy glow. Arctic Air Pocket…
You know who stresses less about stock market volatility? People who have a financial plan. According to the Goldman Sachs 2024 Retirement Survey and Insights: 40% of people with a financial plan feel comfortable managing their savings and investments, compared…
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