Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Home Equity & Senior Housing

Bob Carlson’s ideas and strategies for managing home equity and choice of housing to maintain a budget

Found 43 Articles.
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retirement-overseas

The Truth About Retiring Overseas

December 1, 1999

We’ve all heard and imagined the fantasies of living at least part of our retirement years overseas. You probably read articles and mail promotions describing overseas “retirement edens” and describing how you can live like a king on a couple thousand dollars a month. And of course, there are those fabulous tax breaks. It all […]

use-your-house-to-increase-wealth

How to Use Your House to Increase Wealth

July 1, 1998

Many of you have achieved that ultimate financial goal of owning a home debt-free. As comforting as that is, it might not be the best financial move. Home equity can be a low risk way to increase your after-tax wealth, especially in this era of low cost, low interest rate, easy-to-get home equity loans. I’ve […]

housing-options-for-seniors

Housing Options For Seniors

November 1, 1997

My parents have reached the point where they are tired of keeping up their big house. They are thinking of downsizing, and are looking at other housing options. They’ve learned that in what is called the senior housing market, there are many options, some of which didn’t exist just a few years ago. The trick […]

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