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Reverse Mortgage? – 2020

Reverse Mortgage? – 2020

by Marc Frye | May 21, 2020 | Investments, Retirement Planning, The American Retirement Advisor Blog

What is a reverse mortgage? There are many myths and misconceptions on just what a reverse mortgage is, so let’s first talk about what it is not. The reverse mortgage of old, the one you hear about from your neighbors, your best friends, or a family member, is not...
Toss it against the wall

Toss it against the wall

by David Schaeffer | Mar 3, 2017 | General, Investments, Retirement Planning

Toss it against the wall March 2017 By David Schaeffer [spacer height=”05px”] We have all heard the phrase “throw every-thing against the wall and see what sticks.” Well, our new President made a bunch of promises in the campaign and got himself elected....
Success story of the month February 2017

Success story of the month February 2017

by David Schaeffer | Feb 21, 2017 | Healthcare, Medicare, Retirement Planning, Savings

He said She Said... Success Story of the Month - February 2017 By David S Edge [spacer height=”04px”] [spacer height=”03px”] While assisting many folks and couples with  their selections of retirement planning options, we often run into...
Financial Tip February 2017

Financial Tip February 2017

by David Schaeffer | Feb 16, 2017 | Investments, Retirement Planning, Savings

Financial Tip February 2017 By David S Edge [spacer height=”03px”] How to invest or save has more to do with where you are in life than you may think. [spacer height=”02px”] Let’s begin with definitions. [spacer height=”02px”]...
Financial Tip of the Month Jan 2017

Financial Tip of the Month Jan 2017

by David Schaeffer | Jan 31, 2017 | Retirement Planning, Uncategorized

Financial Tip of the Month January 2017   By David S Edge [spacer height=”04px”] Reason Not to Pay Off the Home Mortgage. [spacer height=”04px”] In retirement… it’s all about cash flow. We see many folks who have decided to retire make the...

Financial Tip of the Month – Dec 2016

by David Schaeffer | Dec 27, 2016 | Estate Planning, Investments, Retirement Planning, Savings

Financial Tip - December 2016 At the end of each year there are deadlines for giving, so that you can reduce your taxable income when you file your taxes. Here’s a short list of gift-giving to consider![spacer height=”5px”] * Charity begins at home. Got...
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