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How to Be Richer in Retirement

How to Be Richer in Retirement

by Deborah L. Jacobs | May 17, 2018 | Retirement, Taxes

If you spent most of your adult life budgeting around a steady paycheck, a departure from the workforce, by choice or circumstance, poses a new challenge: What funds will you use to meet expenses?

To Sell, or Not to Sell (Your House)

by Deborah L. Jacobs | Aug 29, 2017 | Estate planning, Personal finance, Retirement, Sharing economy, Taxes

If your home has become one of your most valuable assets, you might be tempted to sell and downsize. Just don’t assume that’s the best financial strategy.

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