Reverse Mortgages — Has Anything Changed?
Reverse mortgages are a unique financial product with some interesting features. Recent changes have made them less risky for house-poor retirees, but haven't done much for high-income professionals.
A full, happy, comfortable retirement is where so many WCIers have been aiming since they began working. The main questions: what’s the best way to get there, and once you arrive, how do you begin to live and fund your new life?
Reverse mortgages are a unique financial product with some interesting features. Recent changes have made them less risky for house-poor retirees, but haven't done much for high-income professionals.
Retiring at 45 is actually pretty straightforward. Here are 10 steps that can help along the path to an early retirement.
Mike Piper, CPA and James Lange, CPA are two of the good guys in the financial world. They've dedicated themselves to writing the best books out there on Social Security. Claiming it right is less complicated than it used to be, but it's still worth learning about.
Physicians face different financial issues in their early career than they do in their late career. If you are 3-8 years out from retirement, take a look at these financial considerations.
Financial Independence often, but not always, leads to Retiring Early. But there are plenty of other reasons to become financially independent early in your career.
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Nobody is ever really more than 10 years away from escaping from medicine. But if you want to do that, there will be a few sacrifices that must be made.
Got a pension? Should you take a lump sum or annuitize it upon retiring? Consider these issues prior to deciding.
Are you aware that most who follow a 4% safe withdrawal rate die with more money than they started retirement with? Here are 6 reasons to avoid hyper-conservatism with your SWR.
What happens if you live like a resident for more than 5 years? Well, you get really rich, really quickly like this couple.
I am on track to be able to retire in 5 years at the age of 45. Run the numbers yourself using these excel functions. What would it take for you to retire in 5 years?
Solutions for the high earner who finds himself just a few years away from retirement with not nearly enough money to have the retirement he would like.
In 2007, I wrote an article for Dental Economics titled “Retire by 50.” It described a small and quiet group of dentists who amass wealth early and then fall off the radar before the rest of us notice...
When investing in retirement you'll need to pay more attention to the sequence of returns, safe withdrawal rates, and especially, inflation.
The decumulation stage is far more complicated than the accumulation stage, but utilizing tax diversification wisely can add real value for you and your heirs.
Insurance agents sell policies by scaring you about future tax rates and advocating you invest in insurance to get to a 0% tax bracket in retirement. Beware!
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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