IRAs – Traditional vs. Roth

IRAs – Traditional vs. Roth

Brent discusses the differences between Traditional IRAs and Roth IRAs, and considerations for each. Transcript: Many clients, and my family and friends, always ask me, “Brent, what’s a better option for saving: a traditional IRA or a Roth IRA?” Well there are many different factors that you may want to consider when pursuing these options. […]

Read More »
IRAs – Traditional vs. Roth
Social Security – When Should You Begin Benefits?

Social Security – When Should You Begin Benefits?

Close to 90% of Americans commence social security before their full retirement age. There are a multitude of reasons that can affect when you choose to receive benefits – some involuntary; for example a current financial need or health issue. Perhaps you’re simply of the camp hoping to “take it while you can!” Based on […]

Read More »
Social Security – When Should You Begin Benefits?
Understanding Reverse Mortgages

Understanding Reverse Mortgages

For many, home ownership is considered part of the American Dream. Your home can also represent your largest financial asset. What happens when you spend down your retirement savings and your remaining assets are tied up in home equity? Income becomes an issue and you may be forced to sell your house; but what if […]

Read More »
Understanding Reverse Mortgages