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  • About Us
  • Projects
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  • Podcasts
  • Love a senior day
  • Adventures with Betty
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  • About Us
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  • Resources
  • Podcasts
  • Love a senior day
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Posts Tagged "tax"

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Six Frequently Asked Questions About Reverse Mortgages
13Jul
Financial Reverse Mortgage
cash equity financial consultant homeowner insurance interest payments retirement reverse mortgage rules tax
169

Reverse Mortgages – More than Just a Last Resort

Prior to some new rules being implemented in 2009 and 2014 and an overhaul of the government’s insurance program in 2013, reverse mortgages were considered to be a last resort for cash-strapped senior

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Save Now or Save Later?
06Jun
Financial Retirement
401K compounding cost deductions expenses income IRA money retirement rewards saving tax
169

Save Now or Save Later?

Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.
Sometimes it might seem that the expenses of today make it too difficul

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What Is Universal Life Insurance?
18Dec
Financial Insurance
cash insurance insured life policy premiums tax universal
156

What Is Universal Life Insurance?

Universal life insurance was developed in the late 1970s to overcome some of the disadvantages associated with term and whole life insurance. As with other types of life insurance, you pay regular pre

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What Tax-Advantaged Alternatives Do I Have?
16Nov
Financial Retirement
annuity bonds financial investors savings account tax taxable
153

What Tax-Advantaged Alternatives Do I Have?

A strong savings program is essential for any sound financial strategy.
We take Benjamin Franklin’s saying to heart, “A penny saved is a penny earned,” and we save our spare cash in savings accounts a

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How Can I Keep My Money from Slipping Away?
13Nov
Financial Retirement
accounting adjustment allocation analysis cash credit expenses fees financial goals mortgage shortfall situation tax
160

How Can I Keep My Money from Slipping Away?

As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach.
By spending a few minutes each week to mai

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How Can I Benefit from a Charitable Lead Trust?
06Oct
Financial Legal Retirement
advantages assets benefit charity counsel gift investments IRS legal tax trust
156

How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them beca

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