Where retirement and perspective intersect

Pay Off The #@$! Mortgage

By Arcadia Financial | June 24, 2016 | 0 Comments

You’ve probably wondered about it at least once. When your budget finds an extra dollar, is it better put to use paying down the mortgage or invested into the retirement nest egg? It’s time to end the debate. Pay off the damn mortgage. Set Your Budget Free My preference is for a client’s mortgage to…

Who will inherit more of your estate, the kids or Uncle Sam? The difference is often a Stretch IRA.

By Arcadia Financial | April 15, 2016 | 0 Comments

By Michael R. Panico, CFP® We talk a lot about inheritance and estate protection at our workshops. Those planning for retirement often express the desire to transfer as much of their unused nest egg as possible to the people they love most. Unfortunately, many of us are not successful due to being clueless about RMDs…

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