Mike Festa

AARP helping to make sense of money matters in March

By Mike Festa, AARP Massachusetts State Director With a new year and tax season upon us, a lot of us start to think about money...

Reverse Mortgages – Financial Security

Know your options - Take action By Alain Valles, MBS, MS I’ve been helping older homeowners for over 20 years navigate how  to financially keep their...
Borrowers over the age of fifty make up almost a quarter of the current debt owed.

Properly managing student loan debt is even more important for older borrowers

0
By Nance Ebert, Contributing Writer REGION - Student loan debt is a heavy burden for people of all ages. But did you know that borrowers...

Own real estate? Want to buy?

0
Need money? - Know your options!  By Alain Valles, MBA, MS Real Estate is Good News Why buy?  It’s simple – you’ll have a better chance of...

From stress to joy – Reverse Mortgage success stories

0
By Alain Valles, MBA, MS Yes – for many, reverse mortgages conjure up negative thoughts. But the reality is once one is educated about reverse...
Traits that make a good executor are someone who is trustworthy, organized, empathetic, fair and unbiased, and dependable.

Organization a key trait to being a good executor

0
By Nance Ebert, Contributing Writer REGION - The role of an executor for a someone’s estate holds a lot of responsibility. It is important for...
“Retirees are likely to see another sizable increase in their Cost-of-Living Adjustment (COLA) for their Social Security payments in 2023,” due to higher interest rates, says Susan Moore of Moore Financial Advisors in Watertown. Photo/Submitted

Higher interest rates are a double-edged sword

0
By Sharon Longo, Contributing Writer REGION - Having some money set aside may provide a sense of security, but many people often feel insecure when...

Reverse Mortgages – Top uses

0
You've worked hard all your life. Now let your home work for you!  By Alain Valles, MBA, MS A reverse mortgage gives qualified borrowers the option...
“For lower-income individuals, I would say annuities might still make sense if they don’t plan to leave a bequest,” says Gal Wettstein, senior research economist for the Boston College Center for Retirement Research.. (Photo/submitted)

Are annuities right for you?

0
By David Wilkening, Contributing Writer REGION - For decades, people have been buying annuities for a lot of reasons that sounded positive. They are long-term...
Health Savings Accounts can be a good tool for reducing your tax bill while setting aside money for health care, dental and vision expenses.

Health Savings Accounts can mean big savings

0
By Nance Ebert, Contributing Writer REGION - A Health Savings Account (HSA) is used to save and pay for future medical expenses. But bear in...