Higher interest rates are a double-edged sword
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
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...
Are annuities right for you?
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 mean big savings
By Nance Ebert, Contributing Writer
REGION - A Health Savings Account (HSA) is used to save and pay for future medical expenses. But bear in...
How to avoid mistakes in estate planning
By David Wilkening, Contributing Writer
REGION - If you’re considering estate planning, you might be putting it off until you’re older. Keep it simple, you...
I bonds are an investment that benefits from inflation
By David Wilkening, Contributing Writer
REGION - Inflation news is almost always grim. But I bonds, a low-risk investment that flies under the radar for...
Recession or depression – Reverse Mortgages as the solution
By Alain Valles, MBA, MS
One of the oldest economic quips is — “a recession is when you lose your job, and a depression is...
Should you convert to a Roth IRA?
By Nance Ebert, Contributing Writer
REGION – For many people there is typically some confusion when it comes to retirement savings plans and how best...
What happens to your debt when you die?
By Nance Ebert, Contributing Writer
REGION - When people think about planning for their eventual demise, the focus is usually on assets. But what about...
Reverse Mortgages – You should be concerned. I am.
By Alain Valles, MBA, MS
I’ve been helping senior homeowners for over 20 years navigate how to financially age in place. Reverse mortgages are an...
