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