How A Reverse Mortgage Can Improve Your Cash Flow & Financial Plan
You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...
3 Tax Maneuvers To Execute Before December 31st
The U.S. stock market is up approximately 20% this year. International stocks have done even better. While it's fun to watch our 401(k)...
Process, Then Product
A few weeks ago I was reviewing with a friend and client. He reached out to get my opinion on what he should do with some extra income...
Why Roth IRAs Are So Awesome
Originally called an "IRA Plus", these retirement accounts were established as part of the Tax Relief Act of 1997. Unlike Traditional...
How To Reduce Your Property Tax Bill
If you own real estate, you pay property taxes. Even in "tax-free" states like New Hampshire or Texas, you still have to pay this type of...
The Extra Tax Bill Mutual Fund Investors Will Pay This April
As if taxes weren't already painful enough, most investors will pay even more on their 2014 tax return. The money siphoning culprit to be...
