Just about everybody these days is on a listserve of some sort (e.g., YahooGroups). I’m on too many listserves, but I get…
There’s an industry rag I read weekly called Investment News. Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…
I just got back from a trip to my dad and stepmom’s house. My husband and two kids joined me. My sister…
Yes, you read the title right. Here’s what you’re going to start hearing more about: A mortgage called the Homeownership Accelerator. Its…
Many of you have heard me over the years talk about the logic of whether it makes sense to pay off one’s…
For whatever reason, I’ve been working with several clients lately that have an inordinate percentage of their net worth tied up in…
