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Shake Up In the Bond Market
The fixed income world has changed, making it time to adjust our Income Portfolios. Government budget surpluses, shrinking supplies of treasury bonds, low inflation, and other factors changed the bond market over the last couple of years and will affect it for years. Those who don’t throw out the old rules and adapt to this […]
The Best Strategies for Financing College
Forget all you’ve learned about helping to pay for college. The rules for most people aren’t what you’ve heard. College is so expensive, especially at private schools, that most students get some form of financial aid. Some of the schools boast about the percentage of students who get aid. Even loans are financial aid, and […]
Life & Long-Term Care Insurance In One Package
Sales of long-term care insurance are stalled. Only about 2% of the target market buy the policies. The latest attempt to make long-term care health insurance attractive is to combine it with life insurance, making both products more attractive. Here’s the pitch in these new policies. The long-term care insurance is there if you ever […]
Health Care Tax Strategies
Health care or long-term care can eat up a big part of a retiree’s budget – or the budget of a retiree’s children. Fortunately, the tax law can help pay for a big part of that burden. Deductions for medical expenses seemed to disappear when the rules were changed in 1986. Now, you can deduct […]
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Get Cash From Your Home with a Reverse Mortgage, And Stay Put
Home equity is the most valuable asset of many older Americans. Even after the big bull market, Americans real estate holdings (primarily through their homes) are more valuable than their stocks. But that real estate wealth doesn’t help pay bills. You can sell a small part of a stock portfolio to pay medical bills or […]
Six Ways To Help Buy A Home
Buying that first home is one of the things that makes a person believe he or she is on the path to success and security. For today’s young people, buying that first home can be hard. In many areas, real estate prices continue to climb, and most young people graduate from college owing student loans. […]
Beat Taxes On Social Security Benefits
The 90% marginal tax bracket is alive and well. Most people believe that such high marginal tax rates ended with the 1981 and 1986 tax cuts. For most taxpayers, they did. But those high marginal tax rates exist today and are reserved for retirees. Many of you who recently completed your federal income tax returns […]
Is A Living Trust For You?
Visit any area with a lot of older Americans, and you’ll see plenty of ads for free seminars on Living Trusts by lawyers and financial profes-sionals. Recently, the seminars even sprouted up in my area and seem to be spreading. There aren’t too many lawyers who will go to the trouble of presenting a free […]
