Oct 28, 2022
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...
Oct 13, 2022
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...
Sep 30, 2022
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...
Sep 13, 2022
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...
Aug 30, 2022
By Jessica Lanning, JD, CFP® This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the first one, this would be a good time to do that. It covered: Calculating capital gains correctly (avoiding the common...
Aug 17, 2022
By Jessica Lanning, JD, CFP® When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for more than one year, the gain is considered long-term and is (typically) taxed at a lower rate than...
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