Author: Lauren Stansell, CFP

Posted Mar. 02, 2023
Guess who’s back, back again? (Any Eminem fans?) We’re back with the next piece in our Reverse Mortgage Mini-Series. Let’s do a quick recap: Part I: What reverse mortgages are and how equity can be accessed Part II: What goes into the calculations and detailed...
Topics: Financial Planning

Posted Jan. 05, 2023
The SECURE Act 2.0 is here. It’s part of the 4,000+ page New Year’s gift to us all that was signed into law on December 29, 2022 by President Biden, also known as the Consolidated Appropriations Act of 2023. SECURE stands for Setting Every Community...
Topics: Financial Planning

Posted Oct. 26, 2022
President Biden announced $10,000 - $20,000 of student loan forgiveness for qualified borrowers in August 2022 and the applications went live after a week-long beta test. Although there is currently a court order blocking the forgiveness from being applied to student loans, applications are open...
Topics: Financial Planning

Posted May. 06, 2022
As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...
Topics: Financial Planning

Posted Apr. 04, 2022
According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

Posted Jan. 27, 2022
Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning
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