home loan finance blog

Are you a gambler? Do you like to play the odds? Here are some real-life odds for you to consider: 90% of people become incompetent before they die! Of course, your spouse might not think youre of sound mind right now, but thats beside the point! If you dont take …

Shakespeares words speak a profound truth when it comes to Estate Planning and ultimately, Estate Settlements. Accordingly, preventing problems (an ounce of prevention) is worth much more than trying to solve them (is worth a pound of cure). When I tell people the name of my book, THE SETTLEMENT GAME: …

Tax-Sheltered Annuity (TSA), also known as a 403(b), is an alternative retirement savings plan. Not everyone can participate in this plan, and it is restricted to those who are employed by educational, cultural, or non-profit organizations such as religious groups (also known as 501 (c)(3) organizations). TAX-SHELTERED ANNUITY BENEFITS Contributions …