The Reverse Mortgage- Continued
Reverse mortgages backed by the Federal Housing Administration (FHA), otherwise known as home equity conversion mortgages (HECMs),...
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- Jan 27
- 2 min
Bank Statement Mortgage Loans
Generally when you apply for a home loan, you often need to provide your W-2’s and tax returns. But what if you don’t have those?...
- Jan 20
- 4 min
SECURE Act 2.0: How it Affects Plan Participants and College Loans and Savings.
Last week we went over the provisions of the SECURE Act 2.0 that affected employers, both small and large. This week, we’ll dive into the...
- Jan 13
- 3 min
SECURE Act 2.0: Summary of Key Tax and Retirement Provisions Affecting Employers
On December 29, 2022, President Biden signed the Consolidated Appropriations Act, which is part of the larger bill, the Securing a Strong...
- Jan 6
- 3 min
When is the Right Age To Retire?
As you move closer to retirement age, you’ve likely been involved in discussions about retirement planning. These may involve chats about...
- Dec 16, 2022
- 2 min
4 Things Home Inspectors Miss On Inspection Day
1. Dryer Vents If a washer and dryer are blocking the vents, chances are home inspectors are going to miss it. Some vents are so clogged,...
- Dec 9, 2022
- 2 min
5 Financial Tasks For Year’s End
1. Update beneficiaries and passwords When there is a change in your family such as the loss of a family member, divorce, or birth of a...
- Nov 18, 2022
- 3 min
What Does a Financial Advisor Do?
Many people wonder what a financial advisor does and if it is worth it. In general, these professionals help you make decisions about...
- Nov 4, 2022
- 2 min
Planning Ahead: Long-Term Care.
For years you’ve been imagining all the things you’ll do in your retirement. Travel the world. Restore a classic car. Start a garden....
- Oct 28, 2022
- 1 min
A Well Balanced Retirement Strategy.
The three most important aspects to consider in retirement must be equally strong, support each other and work together to achieve...
- Oct 21, 2022
- 3 min
Do you need Flood Insurance?
Did you know that just one inch of water can cause $25,000 in damage, according to FEMA? Did you know that every single house in the...
- Aug 12, 2022
- 2 min
Should You Get A Fixed-Indexed Annuity?
Today more than ever, retirees are struggling to feel reassured about their retirement savings. In recent years, fixed indexed annuities...
- Jul 2, 2019
- 2 min
Retirement Planning Drawbacks and How To Navigate Them
If there is one rule more important than any other when it comes to legacy planning, it is this:
- Aug 8, 2018
- 1 min
It Pays to get Expert Advice on your Retirement Distribution Strategy
How’s your retirement distribution strategy? Could it use some help?
- Jun 25, 2018
- 4 min
Answers to Your Questions About Medicare
Is Medicare enrollment automatic? Not always. If you are already age 65 or older, you are automatically enrolled in Medicare Part A and Par
- Jan 30, 2018
- 3 min
It Pays to Understand your Tax Liabilities during Retirement
At Penny Lane Financial, we can help you lay out a plan to minimize your tax liabilities during retirement.
- Aug 14, 2017
- 2 min
Good News About the Cost of Retirement
Your expenses will likely decrease when you retire, so you may be able to live on less money than you currently do. Of course, your...
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