Writings
Reverse Mortgage as a Qualitative Estate Planning Tool?
Home Equity Conversion Mortgages ('Reverse Mortgages') have been widely used as a method for tapping home equity as part of a retirement distribution strategy. But how about for estate planning?
Retirement Income Strategy: Event Segmented vs. Time Segmented
Converting a retirement income portfolio from accumulation to distribution can be nerve wracking. A widely accepted approach has been to segment it in time intervals, but what psychological value might there be in segmenting it out by events?
How The ‘Tax Cuts and Jobs Act’ Impacts You
The 2018 Tax Cuts and Jobs Act clearly benefits US corporations, but how does it benefit and cost families and individuals?