A Reverse Mortgage to Increase After-Tax Wealth

By Emily Study A recent column published by the Wall Street Journal states that using proceeds from a reverse mortgage could help retirees strategically maximize the after-tax value of their wealth. In his column, Wade Pfau — a professor of retirement income at The American College in Bryn Mawr, Penn. — suggests that reverse mortgage…

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Not the same old doctor

Experts project that by the time 2020 rolls around in just five years, the American health care field will see a shortage of 20,400 primary care physicians.  One thought is that primary care nurse practitioners (NPs) and physician assistants (PAs) could relieve some of the strain since their numbers are increasing more rapidly than the physician…

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Creating a safe place for aging

I don’t know if you’ve looked around but there are a bunch of senior retirement communities out there.  Senior Housing News, a senior housing industry publication counts over 30,000 professionals and experts in the senior industry.  And while Baby Boomers are making the move to those communities, even more are trying to redefine just what…

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Location, location, location

Location, location, location.  That quote is a familiar refrain from the real estate world but you might hear it from your financial advisor too.  Financial professionals aren’t talking about a piece of property though.  They’re talking about asset location.  Social Security, Roth IRAs, traditional IRAs all require a strategy to help keep your taxes at…

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