Our team of Tax Specialists bring a combined 30+ years of experience when it comes to Professional Personal Income Tax Preparation.Read More
Retirees looking for more income may discover a windfall by making a smart Social Security income election. The financial collapse of 2008 has resulted in historically low yields on fixed interest investments. Real estate values have declined and the labor markets have softened resulting in large numbers of Americans staying in the workforce longer.Read More
Most aspects of financial planning deal with accumulating financial resources for specific lifetime purposes. In estate planning, the focus is on saving what you accumulated and passing it on according to your wishes. The estate planning area, even more than other areas of financial planning, is sensitive to matters other than finances. For many of our clients, dealing with the subject of death is very difficult. A failure to act in the past may contribute to this difficulty.Read More
Is a Home Equity Conversion Mortgage Right for You?
First of all, you need to get the facts from a licensed and qualified Financial Advisor, not your run of the mill mortgage broker. A Home Equity Conversion Mortgage (most commonly know as a Reverse Mortgage), is administered by HUD (U.S. Department of Housing and Urban Development) and insured by the FHA (Federal Housing Administration).
At Pacific Financial Advisors, Inc., our financial planning process is designed to incorporate an objective perspective on your current financial situation and organize a plan of action to help you achieve your goals and objectives.Read More