Does a Reverse Mortgage Ever Make Sense as Part of a Retirement Portfolio?

By Daniel A. Jack, JD, MBA, RICP® on March 28, 2018

For most people, their greatest asset when they hit retirement is not their 401(k) account. Rather, it is the home in which they live. Until fairly recently there was never an economical way to access that value without selling the home. Let’s be honest; you still need to live somewhere, so selling your home may not be much of an option.

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Tax Loss Harvesting+™ (The Right Way)

By Daniel A. Jack, JD, MBA, RICP® on March 6, 2018

Manufacturing Tax Deferral and Reducing Social Security Taxes

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Investing Beyond Risk vs. Return

By Daniel A. Jack, JD, MBA, RICP® on February 27, 2018

Using Tax Coordinated Portfolios to Increase Your Wealth; Not Your Risk

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Be Aware of Changes Made to U.S. Tax Laws!

By Daniel A. Jack, JD, MBA, RICP® on February 22, 2018

Recently there were substantial alterations made to the U.S. tax code. The Tax Cuts and Jobs Act was ultimately passed and signed in December 2017. It is imperative that you optimize the beneficial changes and minimize the negative changes for your family. This article summarizes how the Act changes some of the most prominent taxation issues affecting you going forward.

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Cash Drag: Your Portfolio’s Subtle Downer

By Daniel A. Jack, JD, MBA, RICP® on February 7, 2018

Do you remember way back in driver’s education class when the instructor said to keep your foot off the brake pedal when you’re driving unless you need to slow down or stop? Most people heed that warning. Especially when sitting next to a driving instructor!

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How Employers can Help Improve the Financial Wellness of Minority Employees

By Ron Sanders on July 18, 2017

In recognition of Minority Mental Health Month, it’s important to note this imbalance in minority preparedness for retirement. In order to alleviate the financial stress of your employees, certain steps can be taken in order to increase their financial health.

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Save Money with this Fun Filled Vacation: Visit one of our National Parks

By Ron Sanders on July 12, 2017

Summertime is in full swing which means vacations are just around the corner. According to a poll by The Associated Press-NORC Center for Public Affairs Research , nearly half of Americans say they don’t plan on taking a summer vacation this year, mainly because they can’t afford it. Trips can be costly with airfare, hotel expenses, restaurant meals and more quickly tallying up. It can be difficult to manage expenses when on vacation, however it’s still possible to have fun and indulge without breaking the bank.
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Women and Retirement: Seventeen Surprising Facts and How to Approach Them

By Ron Sanders on July 6, 2017

The number of wealthy women in the United States is rising twice as fast as the number of wealthy men according to CNBC. Many experts estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. As these indicators all pointing to financial risings for females, it is important that women plan their retirement savings accordingly.

Topics: retirement
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