Category: Debt/Credit

Major Expenses In Retirement and How They Affect Retirement Planning

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 2, 2019 | Debt/Credit, Insurance, Medical & Healthcare, Planning, Tax Planning | 0 |

Do you know what the major expenses in retirement are and how you are going to pay for them? ...

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The Best Travel Credit Cards For Retirees

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Aug 19, 2019 | Debt/Credit, Fun Stuff | 0 |

If you ask a soon-to-retire individual about his or her retirement plans, traveling would...

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What is a Reverse Mortgage aka Home Equity Conversion Mortgage—an interview with Don Graves

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 27, 2019 | Debt/Credit | 0 |

This blog post is from the Wealth Summit I did previously where I interviewed 30 professional...

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What is a Homestead Exemption?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Oct 21, 2017 | Debt/Credit, Tax Planning | 4 |

When you hear the term “homestead” an image of 19th century pioneers heading west in a covered...

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Is Your Mortgage An Asset or a Liability?

by Jeremy Murray | Dec 9, 2016 | Debt/Credit | 0 |

Purchasing a home can be one of the biggest financial decisions you can make in your lifetime....

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5 reasons retirees need a reverse mortgage line of credit

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Jul 5, 2016 | Debt/Credit | 0 |

I’ll be the first to admit I didn’t understand all of the nuances of reverse mortgages...

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How Does A Reverse Mortgage Work?

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Nov 12, 2015 | Debt/Credit | 0 |

How Does A Reverse Mortgage Work? A reverse mortgage can help provide retirement income later in...

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Las Vegas Home Prices

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Sep 20, 2011 | Debt/Credit | 0 |

Real estate has always been and will remain a great option for long term investment. The real...

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