Monthly Archives: May 2020

Self-Employed with No Employees? Get Your COVID-19 Cash Now Get ready for this: “I’m from the government, and I’m here to help.” Here’s the deal: “I’m going to give you $20,833 today. I want you to give me $5,448 no later than two years from now. You can keep the $15,385 difference, tax-free—no strings.” It’s true. The lucky recipient could be you. To obtain the full $15,385 tax-free cash result in this deal (one of many COVID-19-related assistance programs), you … Continue reading

It’s always fun to be quoted in the national press. I guess I showed up on cnbc.com last week. Good fun during quarantine!! The article is about ways to avoid/dampen “sequence of return risk” while withdrawing savings during your retirement. Using a reverse mortgage is just one solution. There are others that I spoke about to the reporter that didn’t make it in print… BUT are part of many “retirement income roadmaps” that my clients hire me to design for … Continue reading