Imagine a retired client. Being 68 years old, he's managed to save a bit of money over his lifetime. Whatsmore, that money is spread across different …
[Read More...] about Case Study: Account Distribution Hierarchy for Mortgage Paydown in RetirementMain Content
A Financial Planning Blog
Jon Luskin is a fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, author and speaker. He has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine.
As Seen In:
Being interviewed by Hannah Moore, CFP®
Talking Bitcoin on Roundhouse Radio 98.3
How to Save on Taxes
By Jon Luskin
No one likes taxes. So, why not strategize on how to save on them? Listen up for a few strategies to decrease your tax bill. …
[Read More...] about How to Save on TaxesDo I Even Need Life Insurance?
By Jon Luskin
Life Insurance comes in so many flavors! Which one makes the most sense? Or, do you even need it? Listen to our latest episode of the Stay Wealthy …
[Read More...] about Do I Even Need Life Insurance?Why California Rental Property is Not a (Historically) Great Investment
By Jon Luskin
EXECUTIVE SUMMARY Investors in illiquid real estate should be compensated with investment returns above what U.S. stock market investors receive. …
[Read More...] about Why California Rental Property is Not a (Historically) Great Investment