Recent Articles By The Author
Using Reverse Mortgages to Buy a House and Increase Cash Flow
Barry Sacks describes how a reverse mortgage used for payment of part of the purchase price of a new house can increase available cash flow.
Investing for Retirement: A Different Take on Bond Alternatives
Adviser Mark Bordelove notes alternative investments receive a lot of attention because of the high yields associated with them. But investors need to take into account that with higher yields come higher risks.
What to do if You Took Your Social Security Benefits Too Early
If you made a mistake claiming Social Security too early, says financial adviser Jim Blankenship, it may be possible -- and profitable -- to take advantage of a 'do-over.'
Pros and Cons of Buying Hybrid Long-Term Care Insurance
Financial adviser Scott Olson writes that hybrids are the insurance industry's latest attempt at solving one of the biggest concerns facing baby boomers: long-term care.
Overcoming Financial Hurdles on the Retirement Path
Financial adviser Danielle Howard writes that it's good to have financial goals for retirement, but it's even better if you can see ahead and plan to get over these hurdles.
Retirement Getting Closer? Beware These Common Financial Blind Spots
Financial Adviser James Werner details how he helped one client see his retirement future more clearly and realistically.
Is Caregiving Part of Your Retirement Plan?
Adviser Beth Blecker cautions that you may have planned for yourself, but your parents' and your adult children's circumstances could have a big impact on your retirement.
Financial Yoga: How to Stretch Your Retirement Savings
Financial adviser Andrew Crowell says smart distribution strategies will help you make the most of the savings you've worked so hard to accumulate.
Turn an Inherited IRA into a Family Fortune
Financial adviser David Dixon explains how to manage inherited IRA money to maximize benefits and minimize taxes.
Use the Capital Gains Buckets to Your Best Advantage
Financial adviser Jake Milder explains how and when to use the capital gains 'bucket' strategies.