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Reverse Mortgages Reverse Mortgages help retired homeowners access a portion of their equity during retirement. The principle can be drawn in a lump sum, by receiving monthly payments over a specified term or over their lifetimes (if the mortgage is joint), or a revolving line of credit. The obligation to repay the loan is then [...]
May 28 2013These articles by Nick Murray are my favorite by far. They’re copyrighted and protected ONLY for clients of his subscribers. Fortunately this month he is doing a ONE TIME deal and allowing me to publish this on my website. Enjoy! 2012: The Year Pessimism Got Skunked… Again The election. The fiscal cliff. The national debt. The [...]
Jan 07 201338% of people have a financial goal – just no financial plan to get them there!
Aug 31 2012Many investors think they can approach financial planning armed with a book, when in reality it takes much more!
Aug 30 2012National Association of Personal Financial Advisors conference in Chicago last week – a GREAT conference!
May 16 2012There is no perfect asset allocation model, no one-size-fits-all approach, and retired investors face unique challenges.
Apr 13 2012An Investment Policy Statement is an invaluable tool for consistent long term financial and investment planning.
Mar 08 2012Universal Life Insurance can be an excellent addition to an otherwise well rounded financial plan, but not without doing your homework first
Jan 25 2012Term life insurance can be a wise expense for may individuals. Here’s a brief synopsis of how it works.
Dec 04 2011Most people don’t realize or grasp the complexity of estate planning, and in an effort to save money may be making massive mistakes which may change the lives of their intended heirs.
Nov 16 2011Reverse Mortgages Reverse Mortgages help retired homeowners access a portion of their equity during …
May 28 2013Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Stock Trading IS a Loser’s Game! I can’t think of one single article Weston has ever wri…
Feb 21 2013
