Archive | Finance

Ways to prepare for possible long-term care costs

Many of us hold on to an idyllic vision of our golden years, imagining we’ll be in good health and living self-sufficiently in our own home.

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Reverse mortgage rules have changed

By Alain Valles The rules covering reverse mortgages changed Nov. 10, 2014. But there is still time to be grandfathered and get a reverse mortgage under the old, more favorable rules. For the past 25 years, reverse mortgages have allowed hundreds of thousands of homeowners 62 years old or older to convert the equity they […]

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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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