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Package Costs for HECM Reverse Mortgage

Jan 30, 2019

The discussion of reverse-mortgage costs has several moving parts. Which type of cost combination to choose depends on how you plan to use the line of credit during retirement.

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The Jack Bogle Legacy: The American College Remembers Former Trustee and Industry Icon

Jan 23, 2019

A famous quote also serves well as the headline for what embodies the spirit of the index fund:

"Don't look for the needle in the haystack. Just buy the haystack."

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The Value of Designations: The Client's Perspective

Jan 10, 2019

Consumers turn to financial services professionals for financial well-being, but how do clients ultimately decide which advisors and planners they can trust?

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Reverse Mortgages: Ongoing Credit and Costs

Jan 02, 2019

The ongoing costs for a reverse mortgage relate to the interest accruing on any outstanding loan balance, as well as any servicing fees. Servicing fees can be up to $35 per month, though they are generally now incorporated into a higher margin rate rather than charged directly to the borrower.

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How to Become a Philanthropic Business Leader for your Community

Dec 17, 2018

A 2018 Fidelity Charitable study found that more than 75% of entrepreneurs affirm that charitable giving is a critical part of who they are. Additionally, the median charitable giving for entrepreneurs is 50% more than non entrepreneurs.

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How to Lock in Lifetime Retirement Income

Nov 30, 2018

This article was originally published in Kiplinger.

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Millennials and Social Security

Nov 27, 2018

This article was originally published in CNBC.

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RIAs and Insurance

Oct 25, 2018

At a recent conference of financial planners who strongly consider themselves fiduciaries, I explained the benefit of tax-favored longevity insurance using a qualified longevity annuity contract (QLAC).

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Key Steps to Building an Estate Plan

Consumer Reports
Oct 24, 2018

Setting up a reliable estate plan, complete with key documents, such as a will and durable power of attorney, is one of the most important ways to protect your loved ones—and yourself. Yet many adults fail to take these crucial steps.

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