Wealth Management

Reverse Mortgages: Take the Longevity View

Wealth Management No Comments

Family Asset Management has been investigating how its clients can potentially benefit from the new laws and changes in reverse mortgages. If you own a home you have many options for increasing monthly income, especially as the housing market rebounds.  Among the benefits of a reverse mortgage: Terms untouchable from lenders

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Year end Tax Planning

Taxes, Wealth Management No Comments

Tax rates have risen sharply for high income individuals and families. With the top federal income tax rate rising to 39.6%, the new federal capital gains tax of 20%, and the Affordable Care Act’s 3.8% tax on investment income on high earners, your tax liability for 2013 may be significantly

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