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An underutilized retirement strategy

(BPT) - Across the nation, thousands of seniors have used a Home Equity Conversion Mortgage (HECM), commonly called a reverse mortgage loan, as a savvy way to access the equity in their homes as part of their retirement strategy. Those who are interested ... read more

Three Tips to Help Govern and Manage Cloud Spend

It is important to understand that the planning for cloud is also the planning for retirement and cleanup of previously ... assets instead of moving to the cloud. If resources are underutilized, nurture those resources to health prior to any move. read more

Boomers Need Succession Planning, Principal Says

Financial advisors and their business owner clients thinking about retirement need to get serious about ... “While ESOPs are not a new phenomenon, they are an underutilized strategy in helping business owners successfully plan their exit strategy and ... read more

Can I improve on my retirement plan?: Bradley R. Newman

As you prepare for the inevitable barrage of articles associated with planning for the New Year, let's take a look at an underutilized strategy for enhancing the management of your retirement plan dollars. While most end of year and beginning of year ... read more

4 Keys to Minimizing Your Business Taxes

A key there, of course, is fitting the right type of retirement plan to your business. Products: Utilize the individual financial strategies that are most tax advantageous. One tax-friendly financial strategy that is underutilized by many business owners ... read more

7 Realistic Strategies for Retirement

Here are seven ideas to help you put together a strategy for retirement: 1. Assess where you stand ... Many municipalities offer programs that are underutilized simply because people don't know about them, or are too embarrassed to ask. read more

Revealing the Secret Strategy of Self-Directing Your Retirement Funds

and underutilized solutions to save you time, money, and heartache. In this edited excerpt, the author discusses the basic elements and benefits of self-directing your retirement funds. When it comes to investing the money in your IRA or other retirement ... read more