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House rich but cash poor? Consider a reverse mortgage strategy

House rich but cash poor? Consider a reverse mortgage strategy

June 4, 2024

If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay in the home for your lifetime, get some income and receive a tax-saving bonus.

Inflation enhances the 2025 amounts for Health Savings Accounts

Inflation enhances the 2025 amounts for Health Savings Accounts

June 3, 2024

Does your business provide Health Savings Accounts to employees? The IRS recently announced the inflation-adjusted amounts for 2025. Here they are, along with the benefits of these accounts.