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...
by Eric Blake, CFP® | Aug 24, 2022 | Retirement-Featured
Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement years turn into financial nightmares. Even if you think that you made all the right moves before your retirement,...
