What To Do After Your Return Is Filed

The monkey is now off your back and your return is filed (hopefully!). At least, of course, if you didn’t file for an extension. But that doesn’t mean you may not still have questions. Here are some common ones we get. “Do I need to keep a copy of my return?” Yes, for a *minimum* […]

The Reverse Mortgage Landscape Has Changed

Many homeowners understandably want to remain in their homes as they age because they want to remain independent and because they have spent many years making their home everything they wanted it to be. Reverse mortgages have assisted many senior homeowners over the years to stay in their homes when their financial position changed. A […]

Rethinking Retirement with Values

Retirement used to mean not only a complete withdrawal from the workforce but often a retreat from life. Even the word “retire” has the connotations of shuffling quietly off to bed.  We call that traditional concept a “cliff retirement” because it is so abrupt. One day you are working full-time, and the next you are […]