Reverse mortgages are becoming a popular retirement tool. By Leu & Peirce, PLLC With seniors living longer and trying to remain independent while coping with higher health care costs, reverse mortgages are an increasingly popular […]
Your Home Can Supplement your Retirement Income. Many seniors share three common life goals; having enough success to provide for their children, saving for retirement and leaving a legacy for their children and loved ones […]
You Do Not Have to Go Into Debt this Holiday Season By Glen McKenzie For many North Texans and people all across the nation, the holiday season brings days filled with good food, family gatherings, […]
Confessions of a Rich… By John J. Checki Jr. CFP® Boomers used to be the largest generation in United States history that time has passed, and that’s okay with me. We are older, and if […]
22 Fast Facts about Reverse Mortgages Many seniors share similar ideals; work hard, provide for the family, retire with the resources to meet basic needs and leave a legacy to their family, often in the […]
Major Changes Coming for New Medicare Enrollees in 2020 By Tucker Thompson, CSA Worries abound about the financial health of Medicare. In addition to funding issues, worries exist about doctors no longer accepting Medicare patients […]
Contrary to popular belief, effective estate planning is not a simple, one–time event. It is a complex and ever-changing process that involves several areas of law. Additionally, the participants involved and the tools used […]
By John J. Checki Jr. and John J. (J. J.) Checki III Hope your day is going well and we are both filled with passion and purpose. After many years of experience and research, I […]
By Len Nowak, CFP®, AWMA®, CTS™ When Congress enacted the Taxpayer Relief Act of 1997, which included establishing the Roth IRA, they probably weren’t thinking about college planning. The Roth IRA was introduced with retirement […]
More than 20 million Americans currently participate in 401(k) plans through their employers with an average account balance around $30,000. These pension plans can help to provide security for a comfortable retirement. It’s important to understand, however, the tax implications of these pension plans when you decide to change employers or perhaps are a victim of corporate downsizing. If you’re a plan participant there are several alternatives available to you. […]
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