Posts Tagged "equity"

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

How To Enjoy the Gene Pool (or, How To Survive Family Vacations)

Aug 23 2010

I just got back from a trip to my dad and stepmom’s house.  My husband and two kids joined me.  My sister…

How To Pay Off a Mortgage with a Mortgage

Aug 02 2010

Yes, you read the title right.  Here’s what you’re going to start hearing more about:  A mortgage called the Homeownership Accelerator.  Its…

Equity Repositioning Revisited

Mar 29 2010

Many of you have heard me over the years talk about the logic of whether it makes sense to pay off one’s…

The Downside of Owning Too Much Real Estate Equity

Jan 25 2010

For whatever reason, I’ve been working with several clients lately that have an inordinate percentage of their net worth tied up in…

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