Preparing your financial and personal legacy is a gift to your loved ones. Certified financial planner Debra L. Nelson shares why organizing your affairs now can provide peace of mind for the future.
Tag: financial planning
Estate Administration in South Carolina
Managing a loved one’s estate can be overwhelming. Learn about estate administration in South Carolina, including summary, normal, and contested proceedings, with insights from Judge Irv Condon.
Reverse Mortgage Information According to AI (Artificial Intelligence)
Reverse mortgages are often seen as a retirement income tool, but there are several unconventional ways to use them. Mark Schumacher shares insights from ChatGPT on how a reverse mortgage can fund a business, help with home purchases, and more.
4 ON 5
In the game of retirement, every financial asset plays a crucial role. Mark Schumacher from Mutual of Omaha Mortgage compares retirement planning to a basketball game, with Social Security, pensions, investments, and insurance as key players. But often, the “big man”—your home—is left on the bench. Schumacher explores how a reverse mortgage can bring your home into the game, working alongside your other assets to ensure a secure and balanced retirement strategy.
How to be in Tip Top Financial Shape Now!
By Debra L. Nelson, MSFS, CASL, Certified Financial Planner It is important to prioritize your financial well-being just as you prioritize… Read more »
TRUST ME, EVERYONE NEEDS A TRUST AND A WILL
By Irv Condon, Probate Judge for Charleston County and Dena Byrum, Judicial Law Clerk Introduction Proper estate planning involves a… Read more »
5 Situations Where Older Adults Need Life Insurance
Excerpt:
Life insurance isn’t just for younger adults—it can provide financial security for older adults, too. From covering funeral expenses to ensuring dependents are cared for, here are five situations where maintaining or purchasing a policy may make sense.
Outside the Box
By Mark Schumacher, NMLS ID 519754, Mutual of Omaha Mortgage, Inc., NMLS ID 1025894 I wish I could say my… Read more »
Asset Protection & Medicaid Eligibility: Single Individuals
Asset Protection & Medicaid Eligibility: Single Individuals By Kelli Y. Allen, Elder Law Attorney, Law Office of Kelli Y Allen,… Read more »
Changes to Social Security Planning Strategy
by Michael B. Bridges; Dobson, Jones, Ball, Phillips & Bridges, P.A., Attorneys at Law Under the budget bill passed by… Read more »
