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Should I Take a Lump-Sum Pension Offer?
Choosing whether to take a lump-sum pension offer or monthly payment plan is a highly personal decision—and not always so clear-cut.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Five Reasons a Financial Advisor Should Review Your Tax Return
Only have a CPA review your taxes? You could be missing out on opportunities to build long-term wealth.
Considering a Reverse Mortgage? Read This First
Many retirees who’ve built significant equity in their home but are short on cash have turned to reverse mortgages. But are they right for you?
Read This Before Prepaying for Your Funeral Expenses
In this post, we’ll outline your prepayment options and present alternatives to ultimately help you decide whether or not to prepay your funeral expenses.
Financing Education: Coverdell ESA vs. 529 Plans
You can lean on a few different options to finance your child’s education, two of which we’ll cover in this post.
Umbrella Insurance: How Does it Work?
Umbrella insurance can help fill any gaps in your foundational policies and thus protect your finances.
An Introduction to 529 Plans
Learn why 529 plans are a viable option for many parents to fund their children’s education.
What You Should Know About the New Jersey “Exit Tax”
If you’re looking to move out of state to reduce expenses and/or begin retirement, there are many considerations to make, including the New Jersey “exit tax.”