Finance
While we don’t pretend to be experts we do know a few who have offered to give their advice, which we are happy to pass along here. Always be sure to engage your own trusted advisor to help you make decisions which are right for you!
Darren L Baker - Living Trusts
Jeff Lazerson Explains Reverse Mortgages
Prep Your Home For Sale - Leslie Eskildsen for Celebrating Act 2
Jeff Lazerson: How Much To Put Down on a property.
David Little, Financial Advisor at the OC Senior Summit
Starting a Business After 50 - Important Things to Know!
What To Do With Your 401K Before Retirement
What you do with your 401K before retirement is important and you have a few options. CPA Bret McMillan answered ...
Difference Between Pensions – 401K, IRA, etc.
Pension holders need to understand how their retirement plan differs from a 401K, IRA or other. Pensions offer advantages and ...
Best Age To Take Social Security
Should You draw on SS early at 62 or wait until 66 or get more $$ waiting until 70? CPA ...
Roth IRA Is A Powerful Retirement Tool
A little-understood but powerful retirement tool–the Roth IRA– is explained by CPA Bret McMillan on behalf of Celebrating Act 2 ...
Starting a business after 50 – Important things to know
Over 50 and starting a business? While new business entrepreneurs over 50 have some unique advantages they also have some ...
Selling Your Home After Age 50: Update or Remodel? – Leslie Eskildsen for Celebrating Act 2™
There are a few important question you need to ask yourself when selling your home. Noted Southern California Realtor, Leslie ...