Posts By: Jeremy Kisner

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 2)

This week we continue our list of most frequently asked retirement planning questions. Check out FAQs Regarding Retirement Planning (Part 1) if you missed it last week. How should I change my investments when I am getting close to retirement? The idea that you need to invest more conservatively once…

| Weekly Insight

Weekly Insight: FAQs Regarding Retirement Planning (Part 1)

A couple of years ago, we wrote an article called The Best Is Yet to Come, which explained why retirees are happier and more content than younger folks. One factor fueling retiree happiness is financial security. To that end, we help people plan for retirement so they will not have…

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Weekly Insight: FAQs on the Mortgage Interest Deduction

I was listening to a recent interview of six different economists on NPR. The topic was which tax and spending policies were good or bad for America. Two things shocked me: That six economists could agree on anything, and..   The one thing they agreed on was that the home…

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Weekly Insight: How Much Debt Is Too Much

One of the big personal finance stories of the past week is that American households once again have approximately as much debt as they did before the financial crisis. However, when you read past the headlines, you can see that personal balance sheets are much stronger than they were (on…

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Weekly Insight: Latest Research on Reverse Mortgages

It has been over 2 ½ years since I wrote this article on Reverse Mortgages. Recently, I am getting lots of questions about reverse mortgages, even from clients with significant investment portfolios. In other words, the RM is not necessarily a tool of last resort. The first thing to understand…

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Weekly Insight: FAQs regarding IRA Contributions

It must be January because instead of holiday cards, my mailbox is full of tax documents (and the usual array of bills). So, I figured this would be a good time to cover a tax topic in our weekly column. Everyone wants to minimize his or her taxes, and one…

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Healthcare Costs in Retirement

Our Quarterly Market Commentary has been delayed by a week as we are still analyzing some new market trends that we intend to write about.  In the meantime, let’s talk about healthcare. I can’t think of any expenditure that gives retirees less enjoyment than medical expenses. It is tempting to…

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Weekly Insight: Best of 2016, Part 2

Happy New Year! We kick off 2017 with the second installment of our Best Articles of 2016. We published the best articles of the first half of the year last week. Next week, we will have our quarterly commentary, including our outlook for investment markets in 2017. I am so…

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Weekly Insight: Best of 2016

I hope everyone is enjoying the holidays and our last week of 2016. Perhaps I am biased, but I thought we wrote some darn good articles this year. Today, we bring back our favorite Weekly Insights of 2016, in case you missed them the first time. We broke the list…