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Financial Literacy & Fundamentals

Financial Literacy & Fundamentals Retirement Planning Tax Planning

Congress moves to make changes to US retirement system – 3/1/16
- David Garcia
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…
Financial Literacy & Fundamentals Reading List

Mind your investment risk tolerance
- John R. Salter
Understand the importance of risk tolerance in investing, how it affects your decisions, and how to avoid selling during market drops. Learn to balance risk and reward for long-term financial success.
Financial Literacy & Fundamentals Reading List Retirement Planning

HECM Reverse Mortgages: Now or Last Resort?
- John R. Salter
Explore the Standby Reverse Mortgage Strategy (SRM), combining the HECM Saver reverse mortgage with a two-bucket investment strategy to enhance retirement portfolio survival rates and improve the likelihood of meeting financial goals.