Dave Ramsey Tells Wisconsin Couple Their Advisor Sold Them Outdated Tax Strategy

Photo by Anna Webber/Getty Images for SiriusXM Quick Read A financial advisor recommended a $260,000 HELOC against a paid-off home for tax deductions despite the strategy’s limited value after 2017 tax changes. The couple carries $150,000 in debt while contributing $50,000 annually to retirement instead of eliminating guaranteed costs first. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expecte ...