Could a securities-based loan provide tax-free income in retirement?

Could a securities-based loan provide tax-free income in retirement?

While everyone’s vision of retirement looks different, most of us and our clients invest lots of time, energy and thought into ensuring we’re well-prepared to live our visions with the least amount of stress. The stress of tax-time, however, seems to skip no one....
Rethinking the tax-bill with an SBL

Rethinking the tax-bill with an SBL

We’re centering on taxes for the first part of April here at The Universe. Taxes are, after all, pretty universal. If you’re an advisor, your clients likely show up in your office, shake off their umbrella, and bring concerns about how April 15th will impact them. For...
Watch: What are the different types of debt?

Watch: What are the different types of debt?

CEO and Founder of Supernova Companies Tom Anderson reviews the different types of debt and why taking a closer look at how they fit into your financial life ensures debt can work for...
A Tale of Tax Triumph And How Your Clients Benefit

A Tale of Tax Triumph And How Your Clients Benefit

It’s the topic everyone grinds their teeth about at some time or another: Taxes. We know you’re not a CPA, but we do want to share with you strategies and possibilities to give your clients their best life, especially those facing retirement. As with all of our...
Which Mortgage Makes The Most Sense? Part 2

Which Mortgage Makes The Most Sense? Part 2

Last week we began our brief look at the options available to your clients looking to finance their home purchase. To think differently and consider moving away from segmented, traditional and sometimes unwise lending options, you want to be able to give your clients...
What we’ll be reading this weekend

What we’ll be reading this weekend

We’ve had a whirlwind week at Supernova Companies. Our CEO and Founder Tom Anderson had a conversation with Bloomberg Radio about rethinking saving for retirement. MarketWatch also published an op-ed taking down 5 myths of debt that’s inspiring a lot of commentary!...