Many people want to pay off their mortgage. That begs the question, “From which account should I pay off my mortgage?”
Making News…
We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months.
For retirees age 70 1/2, when do Required Minimum Distributions start?
Spouses have special powers when inheriting IRAs
Whose income counts when determining IRA eligibility?
Are deferred-compensation plans a good deal?
What types of assets are prohibited in an IRA?
Gold no safe haven against dollar collapse
In the News…
Need an expert? Call us. The Orlando Sentinel leaned on our firm for input in its Ask an Expert feature. Charlie Fitzgerald could be seen on the front page of the Business section on Sunday, March 27th, providing an answer to a 401(k) rollover question. Mike Salmon appeared on April 7th discussing what losses from real estate sales can be deducted on your tax return.
College as an investment These days, college can be expensive. CNBC recently tapped Mike Salmon for a story about finding schools that offer a good value in the article, “Colleges with the best bang for your buck”
Big time in Big D Financial Advisor magazine tapped our own Dan Moisand to speak at their 7th Annual Inside Retirement Symposium, held this year May 4-6 in Dallas. Dan served on two panel discussions. One discussed strategies used to help income investors in the current low rate environment, The other was a lively discussion of how people fail to have the retirement they envision and steps that can be taken to prevent or mitigate the often negative effects of supporting adult children, owning second homes and rental properties, starting businesses, less sharp decision making, fraud, and elder exploitation.
Things We Found of Note
The Loch Ness monster has been found, kind of.
As with many celebrities before him, the settlement of Prince’s estate could be a mess