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What are the potential home equity and tax strategies for wealthy seniors?
HousingWire via Yahoo Finance· 2 hours agoIf a wealthy client used a reverse mortgage and gifted the proceeds, there would be no tax liability...
Financial planner: Reverse mortgages can help retirees with high property taxes - HousingWire
HousingWire· 7 days agoA retired public school teacher living in the Pacific Northwest told MarketWatch that he is feeling...
FAR parent updates investors on AAG integration, business performance - HousingWire
HousingWire· 2 weeks agoThe company also provides commentary for its fourth quarter 2023financial performance, assesses its...
Labor Department announces new rule to shield retirement savings - HousingWire
HousingWire· 23 hours agoThe U.S. Department of Labor (DOL) on Tuesday announced a new rule that governs retirement advice,...
‘Should I live under a bridge?’ I get $5,600 a month in Social Security retirement income, but my...
Market Watch· 1 week agoHave an issue with your financial adviser or looking for a new one? Email questions and concerns to...
Former academy resumes role as Funding Longevity Task Force - HousingWire
HousingWire· 6 days agoThe Academy for Home Equity in Financial Planning housed at the University of Illinois...
Unlocking Financial Freedom for Seniors: The Transformative Power of Reverse Mortgages
Digital Journal· 5 days agoA Call to Action: Discover the Path to Financial Freedom Dan Swoish invites seniors, their families, and financial advisors& ...
The best times to get a reverse mortgage
CBS News· 1 week agoIn this environment, many seniors are turning to alternatives, such as reverse mortgages, to borrow money. While reverse mortgages ...
The Healthy Advisor: The Emotional and Financial Strains of Addiction with Cheryl Canzanella
WealthManagement.com· 1 week agoCheryl Canzanella knows that all too well. In August 2017, she lost her husband to an accidental...
Common Retirement Mistakes You Should Avoid at all Costs
Cheapism via AOL· 2 weeks agoNick Barounis/shutterstock Starting to Save Too Late The single biggest financial regret older...