Archive | Finance

What to expect from your bond mutual fund

When stock markets tumbled around the world recently, bond funds remained solid once again.

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Five steps to a clutter free new year

By David J. Dowd Empower yourself to live the way you want in the new year with a pre-holiday resolution to de-clutter your house — or if your home no longer fits your needs, to downsize and move. Over the holidays, let your family help create a plan that fits your environment to your needs, […]

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Reverse mortgage retirement success stories

By Alain Valles There is great joy helping seniors implement a long term home ownership and retirement plan. It is gratifying to see a senior achieve the goal of remaining independent, having enough cash to enjoy life and having emergency funds available for unexpected challenges. There are many financial products to assist achieving these goals, […]

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Combatting financial abuse

Just because the elder’s decision seems bad, doesn’t make it (the financial proposal) wrong or exploitative.

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Program may help Americans unprepared to retire

By Alain Valles Two recent nationwide studies have concluded that that a large percentage of Americans are not financially prepared for retirement, and will not be able to retire comfortably. However, for senior homeowners 62 years or older with sufficient home equity, a reverse mortgage may be a practical solution to the retirement dilemma. The […]

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Fences and bridges can separate and reconcile groups

By Marianne Delorey© Everyone has heard that birds of a feather flock together. It is a normal part of human nature to seek out people who are similar in some fashion to us. Similarities can exist on many traits — religion, race, gender, hobbies and geography. Age can be another common link one that gets […]

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