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money / work

8 Facts About Reverse Mortgages
3 days ago

8 Facts About Reverse Mortgages

  • A reverse mortgage is a home equity mortgage; its formal title is Home Equity Conversion Mortgage – with important flexibility that regular home equity loans do not have.

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The Role of An Executor
3 days ago

The Role of An Executor

As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go …
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Paying for Long Term Care
1 week ago

Paying for Long Term Care

“My loved one needs long term care but can’t qualify for Medicaid…..”

I hear this time and time again. However, more often than not, caregivers do not have accurate information. …
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Save More – Spend Less
2 weeks ago

Save More – Spend Less

We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial …
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Time for Your Financial Checkup?
2 weeks ago

Time for Your Financial Checkup?

You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the …
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Maintaining Your Lifestyle
4 weeks ago

Maintaining Your Lifestyle

Sandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income from investment …
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The Importance of Living Wills
3 months ago

The Importance of Living Wills

In our previous article, Understanding a Health Care Proxy*, we followed Richard, an 81-year-old widower, who had named his daughter Beth as his Health Care Agent in his health care …
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Social Security: How Retirement Benefits Work
3 months ago

Social Security: How Retirement Benefits Work

Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 million people today receive some form of …
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Untangling IRAs
4 months ago

Untangling IRAs

Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with …
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A Health Care Proxy
4 months ago

A Health Care Proxy

Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. His daughter, Beth, …
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