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Top Five Reasons Why the Affluent Want a Reverse Mortgage

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Reverse mortgages have the negative connotation that they are only for seniors without other resources. Here are five reasons why the wealthy can use a reverse mortgage to enhance their estate planning.  1. Tax-free distribution. For every disbursement received from your retirement IRA, Sep-IRA, or 401K you will have an ordinary income tax due based […]

Financial Planning Rules For Millennials

Author: William Bevins No Comments

Financial Planning Rules For Millennials William Bevins is a Certified Financial Planner in the metro Nashville, TN area offering retirement planning and investment advice. He serves clients as a fiduciary financial advisor putting their interests first when offering investment and financial planning for millennials.  Millennials are quite possibly the most underserved group within the US when it comes […]

Bright Ideas for Replacing Lost Income

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As the economy shifts, opportunities for generating money sprout in place of others that fade away. Money Management Solutions notes that history demonstrates the foundation for great fortunes can be laid during a financial downturn. If your earnings have dipped because of a job loss or underemployment, try these suggestions from FinancialAdvisors.com to replace and […]

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