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...

Mutual Funds: Are you paying too much in fees?

0
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.

Will you be able to afford to ‘age in place’?

0
I love my home. It is familiar, cozy and the place where I feel most secure and comfortable. I never want to leave. In fact, few people are eager to make a change in where they live, even as they grow older and their needs change. Studies have shown that 90 percent of adults over the age of 65 would prefer to stay in their current residence as they age.

Small business owners neglect retirement savings

0
“I started thinking about all the money that had run through my hands over the years, millions of dollars,” says Kari Block, owner of Earth-Kind.

Reverse Mortgage Attributes

0
The Oxford Dictionary defines “attribute” as a “quality or feature regarded as a characteristic or inherent part of someone or something.” Attributes are rarely all good or all bad but depend on how the attribute is used. This specifically applies to reverse mortgages.

Reverse mortgage – Feeling anxious?

By Alain Valles, CRMP, CSA, MS, MBA, Nonprofit Charitable Managing Director   Information you can trust   As Managing Director of the nonprofit charitable mortgage company, Helping Hands...

Taxes: Claim your elderly parents as dependents

0
The bottom line is, who’s a dependent? Your kindergarten-age son, your adult daughter, her grandparents, or maybe an elderly uncle or aunt?

Could a market decline help your 401(k)?

0
Money managers say take a breath — downturns could offer opportunities to strengthen your retirement savings for the long run.

Yes, you can still sell your home in a down market

0
The bright side of selling a home in a down market is you get to seek your own bargain if you’re going to buy after you’re done. Closing a sale, however, can be teeth-grindingly slow if you don’t do everything right — and maybe even if you do.

Estate planning: you can’t afford to wait

0
f you’re like most people, you probably have a list of reasons why you haven’t established your estate plan.