Stock market concerns and your home
By Alain Valles, CRMP, CSA, MS, MBA
Nonprofit Charitable Managing Director
Stock market uncertainty and rising interest rates
Ouch! Stock market gains can be wiped out in...
3 common money missteps grandparents make
It’s so tempting to want to give the grandchildren everything and put their wants and needs first. However, one of the common money mistakes grandparents make is to put spending on grandkids ahead of their own retirement security.
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.
Marrying later in life has considerations younger couples may not face
By Nance Ebert, Contributing Writer
REGION - Being young and in love, many people overlook things that can stress a healthy relationship. Marrying later in...
Reverse mortgages: ‘Lean on Me’
By Alain Vallès, CSA, MS, MBA, Managing Director
Helping Hands Community Partners, Inc.
781-724-6221/av@hhcp.org
Many of us are currently facing very tough economic times and uncertainty. And...
Money matters: Tips about taxes after retirement
By Joseph McManus, RICP®, Financial Planner, Prudential Advisors
Like most people, you’re likely focused on how to save money on your tax returns, but don’t...
7 retirement planning myths debunked
The days of counting on Uncle Sam and a company pension to carry you through old age are long gone. We’re living increasingly in a “yoyo” economy — short for “you’re on your own.”
Surprenant & Beneski P.C. encourages early estate planning
By Liz Nolan, Contributing Writer
REGION - Learning about power of attorney, trusts, wills and health directives does not need to be overwhelming. The legal...
Reverse Mortgages: Time to trust?
Reverse mortgages are government-insured loans also known as Home Equity Conversion Mortgages (HECMs).
Second marriages pose challenges in estate, benefits planning
Second marriages are as common in the 50 plus population as they are with younger married couples. Couples who have remarried are often unaware of the legal and financial implications of their marriage.