Posted by Denise Kovach, CFP®, AIF® A reverse mortgage is actually called a Home Equity Conversion Mortgage (HECM) which is…
If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current…
If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds…
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current…
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on…
Social Security is an important source of retirement income for millions of Americans, but how much do you know about…
Posted by Joe Bert, CFP®, AIF® The "Suitability Standard", yet another ERISA-based mystery. Let me endeavor to decipher this…
Congress has periodically looked at the idea of simplifying tax-sheltered savings, but for now investors have to wend their way…
They're questions nearly every young and middle-aged worker has asked themselves: Should I leave my job and retire early? What…
Posted by Nancy Hecht, CFP®, AIF® While many taxpayers have payroll deduction retirement plans, it does not necessarily prevent you…
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