fbpx

Archive for Tag: real estate

Reverse Mortgages- Do they have a place in your Financial Plan?

Many people have heard about reverse mortgages.  They are hyped on TV, radio, magazines and many brokers recommend them aggressively. As a financial planners we have considered them as a possible solution for those who are concerned about outliving...

Continue Reading

A Primer on Private Equity

You may already be invested in private equity; large pension plans are very keen on private equity investments. If you have a pension with CalSTRS or CalPERS, or the University of California, you very likely own some private equity...

Continue Reading

Start Your Journey!

With our fee-only financial planners.