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How Grandparents Can Help Pay for College

The Wall Street Journal
Jan 31, 2019

Assistant Professor Ross Riskin met with The Wall Street Journal to discuss 529 plans and how grandparents can help pay for college. This article was originally posted in The Wall Street Journal.

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Package Costs for HECM Reverse Mortgage

Forbes
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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Reverse Mortgages: Ongoing Credit and Costs

Forbes
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 Lock in Lifetime Retirement Income

Kiplinger
Nov 30, 2018

This article was originally published in Kiplinger.

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Millennials and Social Security

CNBC
Nov 27, 2018

This article was originally published in CNBC.

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RIAs and Insurance

ThinkAdvisor
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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Better Retirement Solutions with Bill Sharpe

ThinkAdvisor
Oct 02, 2018

This article was originally published in ThinkAdvisor.

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Cryptocurrencies and Stock Exchanges

Oct 01, 2018

This article was originally published in Kiplinger.

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Key Retirement Planning Steps

Forbes
Oct 01, 2018

In my book, “Rewirement: Rewiring the Way You Think About Retirement,” I lay out a detailed ten-step process that everyone can use while doing retirement income planning.

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