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A reverse mortgage is an alternative use of your home equity for tax-free income. In a traditional mortgage, you make payments to the lending institution. In...
HECM loans are not a silver bullet for every retiree and they haven’t been good for everyone who has used them. But for many, these strategies...
Social Security Benefits inception was in 1935 during FDR’s term as President. It was one the government’s responses to the Great Depression. The key debate on...
Most ETFs are designed to track a particular market index, such as the S&P 500. Other ETFs follow market segments (small-, mid-, or large-cap stocks), individual...
One of the first essential items of “pre-retirement” planning is to discover your effective tax bracket in retirement. Tax management is a significant strategy to create...
Shark Tank’s Mr. Wonderful, aka Kevin O’Leary, loves cash flow, so much so that he over-emphasizes its pronunciation. And if cash is king (and Kevin sure...
Before addressing key personnel, a business should address their overhead or essential costs of doing business. Disability Overhead Insurance You may have personal disability insurance that replaces some...
You need to indemnify yourself both professionally and personally if you have responsibility as a board member or officer of a company. Legal costs are expensive...
Data Breach/Cyber Liability The exposure of either HIPAA protected or PII (patient identifying information) is both a significant legal liability and PR nightmare. As an example,...
One of three vital steps to protect your medical practice from the very common exposure of an employment related lawsuit is to have Employment Practices Liability...
