A Little-Known Strategy to Help Protect Your Retirement Savings for Longer
Nobody wants to run out of money and be financially shipwrecked in retirement. Unfortunately, there is a lurking and potentially devastating danger out there that…
Tag: growth
Does Your Financial Plan Include “Retirement Insurance”?
Does your financial plan include “retirement insurance”? I’m guessing you’ve never heard of such a thing, right? The term is sometimes used to refer to…
What Does the Ideal HECM Reverse Mortgage Candidate Look Like?
The HECM reverse mortgage is a fantastic home loan product. Though it can benefit seniors with a variety of financial goals and needs, what does…
Growth of Principal Limit: What It Is and How It Works
Growth of principal limit is a key feature of a reverse mortgage, but few people really understand how it works. I’m going to get a…
How to Turn Home Equity Into a Tax Free Retirement Account That Grows
What if I said there was a way to turn a large portion of your home’s equity into a liquid and tax free retirement account…
Case Study: How the Smiths Upgraded Their Lifestyle Without Draining An IRA or Increasing Their Taxes
Mr. and Mrs. Smith, both 66, are retired and live in the state of Virginia. Mr. Smith had a very successful career as an aerospace…