advantages-of-your-clients-getting-a-reverse-mortgage 
NAIFA Advisor Today
OCTOBER 13, 2022
For your clients who are in their 40s or 50s and yearn to get a Home Equity Conversion Mortgage (or HECM, commonly called a reverse mortgage) loan, well, like the slow trickle of ketchup out of a glass bottle, they are going to have to let time do its thing and wait at least until they reach the minimum qualifying age of 62.
Carson Wealth
DECEMBER 8, 2023
That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.
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MainStreet Financial Planning
JUNE 9, 2022
With rising interest rates, that refi you did a couple years ago is looking pretty good now so does it make sense to pay down or pay off your mortgage early? We typically recommend our clients pay off their mortgage before retiring. Reducing debt is also a way to get closer to financial independence.
Carson Wealth
MARCH 2, 2023
Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client). That’s why no matter what your financial situation, we recommend the following guidelines.
Tucker Advisors
APRIL 4, 2023
And yet, it’s true that there can be many advantages to working past traditional retirement ages that contribute to a better quality of life, as well as more robust financial portfolios. Is it the change we want? This incentivized people to work longer and, in fact, the U.S.
The Big Picture
MARCH 7, 2023
All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. And why do some seem to get arbitrage away fairly quickly? And so along the way, I was getting offers to join the industry. When do you own growth? When do you own equity?
The Big Picture
SEPTEMBER 5, 2023
All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. I couldn’t get him to coax out stories about David Bowie and other celebrities, but I’ve heard them all over a beer and they’re amazing. MILLER: Sixth.
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