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Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Six Types of Insurance Everyone Needs
Insurance is the one thing nobody wants to pay for. Yet without proper coverage, you could be just one catastrophe away from serious financial implications.
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.
How Social Security Spousal Benefits Work
If you’re currently married, divorced, or widowed, you may be entitled to Social Security benefits based on your partner’s (or ex’s) work record.
What is a Roth IRA and How to Open One
Find out how a Roth IRA works, how to open one, determine if it's a suitable investment for you, and much more.
What is a Traditional IRA and How to Open One
Find out how a traditional IRA works, how to open one, determine if it's a suitable investment for you, and much more.
Fixed Rate vs. ARM Mortgages: How to Choose?
Looking to take out a mortgage? You’ll first need to decide between a fixed-rate and adjustable-rate mortgage. Read this post to save some time in the process.
Mastering RMDs: Navigating the Essentials
Is it better to take your RMDs as a lump sum or in installments? Learn the pros and cons of each strategy in addition to other avenues associated with RMDs.
How Much Money Do I Need to Retire?
Various approaches can help you determine how much money to save for retirement. We’ll explore these methods (and much more!) in this post.