Stakeholder Spotlight – Ashley
Posted on September 29, 2021
Next in our Stakeholder Spotlight series is our Client Service Associate, Tia Ashley! Learn more about Tia here!
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Busting Three Half-Truths About Reverse Mortgages
Posted on July 8, 2019
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)
Posted on February 19, 2019
Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …
Test Your Annuity Acuity: An Advanced True/False Quiz
Posted on February 6, 2019
Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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