‘Am I out of my mind?’ Jamie Bosse contributes to this MarketWatch article seeking to answer a reader’s question regarding the use of 401(k) savings to purchase a home. Naturally, she needs to know much more about the individual’s circumstances to offer any kind of...
For years, popular thinking, indeed even scholarly research suggested that a reverse mortgage was a bad thing. Then we started to see Magnum, Tom Selleck (the original Magnum PI) plugging the advantages of a reverse mortgage. In the last few years, several thought...
Our clients come to us often during career transitions. Let’s say you’ve just been named a Vice-President at your company and your salary package now includes equity-based compensation. Congratulations! This change obviously affects your income, but what about other,...
Many people plan to leave assets to specific charities after they pass away. These assets will pass via instructions in their will or trust or perhaps via a beneficiary designation in a 401(k) plan or IRA (Individual Retirement Account). Often times, the donor does...
Principal, Lucas Bucl, CFP®, was featured on KCUR 89.3’s Smart Money Experts podcast segment, “Getting the Most out of Your Social Security Benefits”. The Smart Money Experts covered the current state of the program, ways to stabilize it, and common mistakes people...
