The right fit: Tips for hiring a financial adviser

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Hiring financial help is hard. Anyone looking for assistance managing their money will quickly encounter an alphabet soup of professional designations.

Taxes: Claim your elderly parents as dependents

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

Baby boomers turn to college to boost job skills

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Steve Newman never expected to be going back to college in his 50s to train for a new job. But the 51-year-old also never expected to get laid off three years ago after 25 years as a civil engineer.
Alain Valles is an expert on reverse mortgages.

Life can be better with a reverse mortgage

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By Alain Valles, CRMP, CSA, MS, MBA, Nonprofit Managing Director My wife recently asked me what is my biggest fear?  She was surprised to hear...

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...

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...

Reverse mortgage myth busters

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By Alain Valles Reverse mortgages are becoming a crucial component of financial planning for senior homeowners. These government-insured loans, also known as Home Equity Conversion...
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

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

Learn from Groundhog Day: Stop making these 5 money mistakes

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Many of us are like Bill Murray’s weatherman in the movie Groundhog Day, when it comes to managing our own money. We’re searching for a way to break through repeating the same financial mistakes and reckless habits.

There’s no need to be afraid of a reverse mortgage

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By Alain Valles You’ve heard bits and pieces about reverse mortgages. Perhaps you have read an article, or had a friend suggest that you get...