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Putting Your Home to Work When You Retire
Marguerita Cheng, CFP®
You finally made it into retirement and have the gray hair to prove it. You have dreams of walking hand in hand with a spouse or running free along a sandy beach. The kids are grown and living their own lives; now it’s time for you to live yours.
Is It Time For You to Add Real Estate to Your Portfolio?
Eleanor Blayney, CFP
There was once a time when real estate appeared to be the near-perfect investment. Its value rose dependably over time, and the more borrowed for investment, the higher the return. It was also a wonderful way to store (as well as to advertise) wealth. While business ventures and financial assets might become worthless over night, the same was never true for land. As eager real estate salesmen never grew tired of saying, “They are not making any more of it, you know…”
Considerations for Buying a Vacation Home with Friends
Sarah Halpin, CFP®
Have you ever considered buying a vacation home with friends? Unfortunately, owning real estate with people you like can become a major headache if you don’t share the same goals and take the time to do some upfront work. Here are some tips to help you enjoy your vacation home and keep your friends.
Invest in Your Future
Charles Sachs, CFP
The vast majority of American workers are no longer covered by a company pension program but rather a 401(k) plan to which they must make contributions and decide how these funds should be invested. In order to fund a 401(k), your company must set up and offer the plan to its employees, unlike an IRA (Individual Retirement Account), where any worker can open his or her own account
How to Set Up a Trust: The Who, Why, When, and How
Eleanor Blayney, CFP
How do you set up a trust? Follow these 4 steps when setting up your estate plan and help secure your financial future of your trustees by choosing a certified financial planner.
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