Category Archives: TOPIC – Money

IS A REVERSE MORTGAGE IN YOUR FUTURE?

REAL ESTATE – ELLEE CELLER, REALTOR –- For those of us who are eligible for a Reverse Mortgage (RM for short) it can be a good thing or a bad thing.  I have seen it played out both ways. GOOD: … Continue reading

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ONE LAST WORD ON 2015 TAXES

IRA ADVICE – ED SLOTT – It’s taken almost a full year – literally – but Congress has passed (and the President has signed) the PATH Act, which will include the much anticipated extenders bill. However, this isn’t your run-of-the-mill … Continue reading

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IMPACT OF NEW SOCIAL SECURITY RULES ON YOU

IRA ADVICE – ED SLOTT – Retirement planning for millions of Americans has changed dramatically. On November 2, President Obama signed into law the Bipartisan Budget Act of 2015, which had a significant impact on both Medicare Part B participants and … Continue reading

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WORKING WHILE GETTING SOCIAL SECURITY

THINKING RETIREMENT – ANDY LANDIS – You plan to work in retirement—or get a job offer you can’t refuse.  How is your Social Security affected? There are three sets of rules covering work income while you get Social Security: One … Continue reading

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ARE YOU READY FOR A REVERSE MORTGAGE?

REAL ESTATE – CRAIG FOSTER – Now, don’t click away as soon as you read this title!  Although the reverse mortgage remains the most misunderstood financing instrument in real estate, some big changes were put in place in October 2013 … Continue reading

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SOCIAL SECURITY, MARRIAGE AND DIVORCE

THINKING RETIREMENT – ANDY LANDIS – Marriage or divorce can have lifetime consequences for your Social Security and retirement finances.  Be sure you say “I know” before you say “I do” or “I’m done.” Marriage.  It’s a beautiful thing…except when … Continue reading

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HAPPY NEW YEAR FROM SOCIAL SECURITY

THINKING RETIREMENT – ANDY LANDIS-The new year brings a variety of changes and opportunities from Social Security, especially if you have a “Magic Birthday” in 2014.  Read on to learn the impact on your pocketbook. January news for everyone: Are … Continue reading

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SOCIAL SECURITY ADVANCED STRATEGIES; A CASE STUDY

THINKING RETIREMENT – ANDY LANDIS– A real-life case study illustrates three strategies for maximizing Social Security: delay, file and suspend, and spouse-only payments. True story, except the names are changed: I was wrapping up a client education event for a … Continue reading

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SOCIAL SECURITY FOR SAME-SEX COUPLES

THINKING RETIREMENT – ANDY LANDIS – When society changes, Social Security follows suit.  A recent Supreme Court ruling opened the door to Social Security spouse payments for same-sex couples.  SSA is developing policy to comply with the ruling. In order … Continue reading

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URGENT! CHANGES IN REAL ESTATE FINANCING

REAL ESTATE – CRAIG FOSTER-There is a big change in real estate financing guidelines that is taking place on November 16 of this year. Fannie Mae has announced that their guidelines for “qualified mortgages” are being changed pursuant to the … Continue reading

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