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Our Two Cents

The financial planning landscape can be pretty confusing.  Not only is it difficult to figure out who has your best interests in mind (as the debate over the fiduciary standard is pretty confusing), but it’s also difficult to figure out who is in the business of EARNING their fee, vice collecting it.  I believe in transparency and always acting in the best interests of my clients. 

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5 Benefits of a Reverse Mortgage

There are many benefits to a reverse mortgage. However, it is still a significant decision, and worth serious consideration. Fortunately, there are professionals who specialize in reverse mortgages.

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5 Things Every DREW Should Know About Financial Planning

This article focuses on the DREWs. A recent article stated that 29% of DREWS have hired a financial planner. Of these different personalities, DREWS are the most likely to have complicated financial decisions, which require actual financial planning. However, because of their debt, DREWs probably are in the position of least being able to afford good financial advice.

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