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  • The Reverse Purchase Strategy may allow financial planners to help seniors who are exceeding a safe portfolio withdrawal rate because they have an unsustainable income/expense profile.   People who do not understand the   Reverse Purchase Strategy ...

  • I have a client who is looking to sell their Vacation Club Membership (virtually the same as a timeshare) and was wondering if there is a well known, reputable company that I can refer them to. Through some research I have done, I found a website called ...

  • Are Reverse Mortgages America's Most Hated Loan? A recent Bloomberg  article is off track: the biggest problem with reverse mortgages isn't the financial instrument or providers, it's unrealistic expectations about them. When ...

  • There are several reasons for the wealth gap between White Americans and African Americans.  I have been fortunate to have relevant, authentic conversations with several financial planning professionals that acknowledge the need for a deeper understanding ...

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  • Can the 529 ABLE account be expanded to include Opioid Use Disorder as a qualified disability?  It is worth considering. Prior to June 2018, the Whatcom County Sherriff’s office had a policy of denying individuals suffering from opioid use disorder ...