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Westborough, US
Thursday, October 21, 2021

Should I stay or should I move?

Real estate values continue to increase but so do major living expenses. Does it make more sense to downsize or figure out a plan to remain financially independent at home?  It reminds me of the old Clash song - “Should I stay or should I go?”

What to expect from your bond mutual fund

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

Reverse mortgages: Do you have the answers?

If you are like many seniors you may wake up feeling financially stressed. Concern about having enough money, worry about a lingering home repair, or frustration with credit card or real estate tax payments can be a burden. Even worse is the fear of not having enough money if something should happen in the future.

Fighting fraud

On the heels of a new report showing the top scam in Massachusetts involves debt collection, the AARP Fraud Watch Network offers tips so you can learn how to protect yourself from the five top scams reported by Massachusetts residents in 2015. According to the FTC’s Consumer Sentinel Network Data Book, of the 46,414 Massachusetts complaints recorded last year, 37,884 were fraud-related, ranking the Bay State at number 22 of 50 states.

Older workers bring new purpose to volunteer work

Stuffing envelopes is out and meaningful work experience is in for a new generation of volunteers.

Mutual Funds: Are you paying too much in fees?

It’s easy to overlook what’s important when it comes to saving money. Many people would sooner clip a coupon for shampoo than review the expenses they’re paying to invest in mutual funds.
Dennis Sullivan & Associates team

Planning and Protection Can Save Your Health, Home, Legacy, and Life Savings

Dennis Sullivan & Associates, Counselors at Law What is your present situation? Has COVID-19 affected your family, friends and neighbors? Might there be landmines on...

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...
Dennis Sullivan & Associates team

We’re Not In Bedrock and You’re Not with ‘The Flintstones’

By Dennis Sullivan & Associates, Counselors at Law You may recall the popular television show of the 1960’s “The Flintstones” who lived in the town...
Alain Valles is an expert on reverse mortgages.

Reverse mortgages and the ‘Sandwich Generation’

By Alain Valles, CRMP, CSA, MS, MBA, Nonprofit Managing Director 781-724-6221/av@hhcp.org Nope.  I’m not talking about older peoples’ eating habits but the harsh reality of balancing...