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Mary Jo Lafaye, Founder

Tax and Retirement Income Planning — a Consortium

Reverse Mortgages • Tax Planning • Silver Divorce • Medi-Cal

Retirement Income Strategy • Actuarial & Pension Analysis

Silver Divorce and Settling Estates

Silver Divorce: Qualified Retirement Plans — Defined Benefit Pension

Silver Divorce: Three experts help you understand what you need to know

Decumulation and Silver Divorce: “Spike Expense Risk” and 3 other risks

Using Housing Wealth and Qualified Retirement Benefits to Facilitate Asset Division in ‘Silver Divorce’

Retirement Planning: Generating Lifetime Income, Leaving a Legacy, and the Components of Net Worth Throughout Retirement, Published by the Conference of Consulting Actuaries

Principle #5: Hope for the Best, Prepare for the Worst

Using Housing Wealth to Facilitate Asset Division in “Silver Divorce”

Educational Webinars & Seminars

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Case Studies

Financial Advisors

managing retirement cash flow, taxes and housing wealth

Silver Divorce

Downsizing and Right-Sizing

Paying For Care

helping clients afford quality care —at home or assisted living

Common Questions

Nonprofit Resources

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