by Eric Blake, CFP® | Nov 8, 2023 | Informative Articles, Learn-Featured, Lifestyle, Retirement-Featured
As retirement inches closer, it is important to consider your living situation and what your most desired outcome will look like once you are in your golden years. In many cases, this means eventually making a transition from your house to a more conducive senior...
by Eric Blake, CFP® | Oct 27, 2023 | Retirement-Featured
Who says you can’t teach an old house new tricks? In this episode, Eric Blake welcomes Mary Robb, Reverse Mortgage Specialist from Mutual of Omaha. Together, they’ll peel back the layers on what reverse mortgages really are, and how they differ from the traditional...
by Eric Blake, CFP® | Sep 19, 2023 | home-featured, Learn, Retirement-Featured
SUBSCRIBE TO PODCAST Summary: Ever wondered if you’re just one question away from safeguarding your retirement? Dive in and discover the power of asking the RIGHT questions. In this episode, Eric Blake delves deep into the maze of retirement distribution...
by Eric Blake, CFP® | Sep 9, 2022 | Learn, Retirement-Featured
1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make sure we aren’t tipping the IRS. Withholdings, filing status, qualified accounts, business structure, timing of income, and the list goes on....
by Eric Blake, CFP® | Sep 1, 2022 | Retirement-Featured
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses but also what sources of retirement income you'll have and how long you'll need your...
