You may have noticed that Mike has been writing a lot of our articles lately. That isn’t because I’ve been too busy rehabbing my leg or too out of it from two surgeries in one week.
Rochester Renovation
Get A HELOC Before You Retire
We all know it is important to plan for retirement and your own Chapter 2. Most people think about having enough money in the bank, maybe paying off their house, or downsizing to lower their monthly expenses.
Scottsdale Sojourn
We have been in Scottsdale for a little over four weeks now, which in some ways feels like a long time. I think we are so used to our roving retirement lifestyle that anything longer than 2 weeks feels really long.
Save Tax $$ and Help Dad By Gifting Appreciated Stock
Today we describe a way you can help others by gifting appreciated stock. You may want or need to help support someone with a low income (parents or children). Gifting appreciated stock could allow you to help others without paying tax on the gain.
Break A Leg, Take #2
Roving retirement has its ups and downs. The next few weeks will challenge our ability to recover from surgery in a timeshare and basically make the best of an unfortunate situation.
