This week we’re continuing the downsizing theme by taking a deep dive into its financial impact. I’ve learned over the years that people often downsize only to find that it doesn’t generate the cash flow they expected. Consider, for starters, what you expect to have left over from selling the old house. I’m not referring to […]
Home equity and the home are the most neglected and misunderstood factors in retirement planning. Since home equity is one of the largest assets for many people, a lot of money is left on the table. Surveys indicate that about 40% of baby boomers plan to move sometime after retiring. Many people assume they’ll downsize […]
Contributing to an individual retirement account (IRA) is an action that every account holder should be familiar with and comfortable doing. While, on the surface, contributing may seem like a simple enough part of managing an IRA, it is actually an incredibly important pillar of the retirement finance sector. As an experienced IRA owner can […]
What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up with. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here for free access.
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