Taxes

• Estate Taxes
• Real Estate Taxes
  The use of escrow funds to pay real estate taxes, hazard insurance, mortgage insurance, and other property expenses as they become due.
• Income Tax

Investment

• Mutual Funds
  All money-related assets. You may be asked to provide the last two or three months’ statements from all checking accounts, savings accounts, money market, IRA, mutual fund and brokerage (stock) accounts.

Planning

• Retirement Planning
• Mortgage Refinancing
  The cancellation of a contract. With respect to mortgage refinancing, the law that gives the homeowner three days to cancel a contract in some cases once it is signed if the transaction uses equity in the home as security.
• Reverse Mortgages
  If you’re 62 or older and want to supplement your income, pay for healthcare expenses or have more financial freedom in your retirement years, consider a reverse mortgage. As the name implies, a reverse mortgage provides you with cash by accessing your home’s equity, without having to sell it or pay additional monthly bills. It provides that cash as regular monthly payments or as a lump sum.