Uncategorized

What if the next 10 years of your life could be your best 10 years — not just financially, but personally? Most people approach retirement… Read More »The Next 10 Years Could Be Your Best 10 Years

Guest Post by Jon Miller, Attorney at Law When it comes to managing your finances, you probably work closely with your financial advisor to build… Read More »Why Every Financial Plan Needs an Estate Plan: Expert Tips for Securing Your Family’s Future

Guest Post by Kelly Sansom, Utah Mortgage Expert at ClearPath The Two Phone Calls That Change Everything Picture this: Two fathers, both 68, both living… Read More »How Reverse Mortgages Let You Be the Hero in Your Children’s Success Story

The RMD tax trap can sneak up during retirement and cause excessive tax bills for many retirees. In addition, your RMD tax liability can increase… Read More »The RMD Tax Trap