Small Business Ownership and Your Transition to Retirement

While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.

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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home equity might sound like a good idea, but is it actually a wise move financially? Here are some things to consider when making the decision to take out a reverse mortgage on your home. Read more on our blog.

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The Job Market Has Many Uncertainties - Your Retirement Should Not

With many people losing their jobs, coupled with a volatile market, what should I do with my 401K, 403B and other retirement plan?

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What Do You Mean You Do Not Want My Money?

The decision to disclaim is an irrevocable one. It is also not all or nothing.

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