Topic:

Family Planning

  • Could a reverse mortgage be right for you?

    If you are up late at night, you might have seen the TV commercials with your favorite stars of yesteryear and thought that reverse mortgages were only needed if you had nothing left—a last resort whenever every other option has been exhausted. Changes to the FHA insured Home Equity Conversion Mortgage, or HECM, have changed…

  • Thoughts before Funding a 529 Plan

    The new tax law was amended to allow tax-free distributions of up to $10,000 per year from a 529 plan for elementary and high school costs starting in 2018. This is an added benefit and can be an advantageous tax break for parents starting to save for their young child’s education. College costs have outpaced…

  • A Baby Changes Everything – Part 2

    Hopefully, you’re ahead of the game, reading this prior to your baby’s arrival, so you will be somewhat prepared for everything yet to come. However, I don’t think there is any way to be completely prepared for how life as you know it will be changing with the arrival of your new little love. During…