Proposition 19 recently passed in California, the results of which could mean property tax breaks for those over 55 in…
Many people are ready to make the transition to retirement. They envision living a less stressful, carefree lifestyle. Where they…
Many people have heard about reverse mortgages. They are hyped on TV, radio, magazines and many brokers recommend them aggressively.…
Last blog we shared some ideas about how boomers may be able to retire on less money than many experts…
A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…
Phil writes in to say, "Why isn’t my portfolio of stocks, bonds and alternative investments matching the performance of the…
You want to know how much money your investment is generating, right? This knowledge can help you determine if the…
You may already be invested in private equity; large pension plans are very keen on private equity investments. If you…