Category: Debt/Credit

Pre-Retirement Checklist

by Greg Phelps, CFP®, CLU®, AIF®, AAMS® | Apr 28, 2020 | Debt/Credit, Estate Planning, Insurance, Investing, Medical & Healthcare, Planning, Tax Planning | 0 |

This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.

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? ...

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...

What is a Reverse Mortgage aka Home Equity Conversion Mortgage

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...

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....

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...

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...

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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