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managing money

8 Facts About Reverse Mortgages
1 month 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
1 month 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
1 month 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 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
2 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
5 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
6 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
7 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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Making Tax Time Less Taxing
7 months ago

Making Tax Time Less Taxing

What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start …
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Investing Essentials
7 months ago

Investing Essentials

Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.

The most common investments have traditionally been stocks and bonds. Today, …
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