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Wednesday, July 8, 2020

Investing pros offer their best investing ideas

“Express Scripts, a pharmacy benefits manager, has a near-majority market share and will benefit from an aging population, more generic drugs and society’s need to lower health-care spending,” said Paul Larson, Morningstar equities strategist.

What types of people get a reverse mortgage?

By Alain Valles, CRMP, President- Direct Finance Corp. Let's play a little game. The next time you attend a high school class reunion, visit your...

More Roth IRA conversions allowed

In retirement, your paycheck might go away, but taxes won’t. Still your tax bill can be hard to predict. To have some control over how much you pay the government each year, you should have both taxable and non-taxable accounts from which to draw your retirement income.

Taxes: Claim your elderly parents as dependents

The bottom line is, who’s a dependent? Your kindergarten-age son, your adult daughter, her grandparents, or maybe an elderly uncle or aunt?

Aging boomers strain cities built for the young

By Lauran Neergaard WASHINGTON — America’s cities are beginning to grapple with a fact of life: People are getting old, fast, and they’re doing it in...

Time to take a new look at reverse mortgages

By Alain Valles Since 1987, reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), have been a viable option for hundreds of thousands of...

Your home may never be more valuable

By Alain Valles, CRMP, MBA, CSA, Managing Director Helping Hands Community Partners, Inc. The real estate market in Massachusetts is red hot. Housing prices have climbed...

Adult children living with parents on rise

Christy Landrigan, of Fort Wayne, belongs to a growing number of adults who have moved back in with their parents. Adult children living at home climbed from 19 percent to 22 percent in Allen County between 2000 and 2010, according to recently released census figures.

What to expect from your bond mutual fund

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

The ins and outs of reverse mortgages

By Alain Valles “I heard reverse mortgages are bad” is the response I often receive when I tell people what I do. Fortunately, I don’t...