Top Strategies for Avoiding Overspending When You Get an Extra Windfall
By Jessica Lanning, JD, CFP® It’s always a great feeling when you get a little bit of extra money, whether it’s through a bonus at work or a raise, a gift or an inheritance, or the sale of an asset. This is often an opportunity to buy something or...
Reverse Mortgages: A Great Tool for the Right Situation
By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over 62 to access the equity they have built up in their homes. These mortgages can provide cash flow for retirees, help them stay in their homes, and more. However, reverse mortgages are...
What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know. (Common Mistakes That You Can Fix While You’re Young)
By Jessica Lanning, JD CFP As young people, we are often told that the key to a successful future is to start saving for retirement as early as possible. While this is true, there are other things that we can do in our twenties, thirties, and forties – and even...
Why Avoiding Investment Potholes Matters
By: Jessica Lanning JD, CFP® Ask your average person on the street this question: If your investment loses 50% of its value, what rate of return does it need to get back to even? A majority of people will knee-jerk the response of “50%” and not even...
The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why
By: Jessica Lanning JD, CFP® If you’re like most people, you have a lot of documents lying around your house. You’ve probably been told at one time or another that you need to keep some of them and eliminate others, but you procrastinate because...
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