Archived Posts: Educational Loan Interest

Reverse Mortgages: What To Know

Reverse Mortgages: What To Know

by | Jul 18, 2022 |

Home equity represents a significant portion of the average retiree's wealth. If you're 62 or older and house-rich but cash-poor, a reverse mortgage loan allows you to convert part of the equity in your home into cash - without having to sell your home. You can use this cash to finance a home improvement, pay off your current mortgage, supplement your retirement income, or pay for healthcare expenses. A reverse mortgage is not without risk, however. What Is A Reverse Mortgage? A reverse...

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Important Tax Changes for Individuals and Businesses

Important Tax Changes for Individuals and Businesses

by | Jan 7, 2021 |

What You Need to Know About Changes to Your Taxes in 2021 Every year, it's a sure bet that there will be changes to current tax law and this year is no different. From standard deductions to health savings accounts and tax rate schedules, here's a checklist of tax changes to help you plan the year ahead. Individuals In 2021, a number of tax provisions are affected by inflation adjustments, including Health Savings Accounts, retirement contribution limits, and the foreign earned income...

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