My Satisfying Retirement : Expectations and Reality: Are They The Same?
[ad_1] Do you remember when you believed the story about a fat man, in a red suit, in a giant sleigh pulled by eight reindeer, sliding down your chimney on…
It’s Not Just For Kids
[ad_1] Happy children and family memories come to mind when I mention Disneyland. Along with its companion park, California Adventure. it is the self-proclaimed “Happiest Place on Earth.” And for…
2022 Reverse Mortgage Lending Limits Remain High
[ad_1] The maximum reverse mortgage lending limit is increasing for 2023, allowing retirees with substantial home equity to get more money than was available in previous years.Reverse mortgage lending limits…
A Simple Checklist For Life After Retirement
[ad_1] I have never met a retiree who is trying to “fail” at having a satisfying retirement. By fail, I mean spending time worrying instead of enjoying, stagnating instead of…
5 Types of Roth Conversion Strategies to Manage Taxes
[ad_1] What are the 5 Types of Roth Conversion Strategies? Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will…