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managing money

5 Things I Wish I Told My Dad
2 weeks ago

5 Things I Wish I Told My Dad

In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know the difficult road …
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Still Have Questions About Reverse Mortgages?
3 weeks ago

Still Have Questions About Reverse Mortgages?

We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address some ongoing concerns about reverse mortgages.


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8 Facts About Reverse Mortgages
3 months 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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Paying for Long Term Care
3 months 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
3 months 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?
4 months 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 months 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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Untangling IRAs
7 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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Protect Yourself From Identity Theft
8 months ago

Protect Yourself From Identity Theft

Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t …
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Funding Home Improvements
9 months ago

Funding Home Improvements

My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local college. They …
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