Posts in Financial Planning

Aug 16 HECM Reverse Mortgages - You Have to Read This!

What the HECK is a HECM? If it sounds too good to be true, it might be a HECM. Safe and secure. Words that describe the way we ...

Sep 30 What Should You Be Doing With Your Tax Refund This Year?

Approximately three out of four taxpayers receive a refund each year. And most people are surprised to learn how sizable that ...

May 20 Digital Asset Planning

Given the breadth of digital assets it’s difficult to know where our survivors would start, other than that they would likely be ...

Mar 19 Yes! You Can Take These Tax Deductions in 2015!

Crazy as it sounds you can include the following items in figuring your expense deductions. This list does not include all ...

Feb 20 Facebook enters the World of Estate Planning

Death in the digital age is a lot more complicated than it used to be. Traditionally, fiduciaries and family members start ...

Dec 17 When will I get my Inheritance

It would be presumptuous to assume that funds would be available within a month or so. The probate / administrative process can ...