Learn from Groundhog Day: Stop making these 5 money mistakes
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.
Older workers bring new purpose to volunteer work
Stuffing envelopes is out and meaningful work experience is in for a new generation of volunteers.
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.
Reverse mortgages: Do you have the answers?
If you are like many seniors you may wake up feeling financially stressed. Concern about having enough money, worry about a lingering home repair, or frustration with credit card or real estate tax payments can be a burden. Even worse is the fear of not having enough money if something should happen in the future.
Program may help Americans unprepared to retire
By Alain Valles
Two recent nationwide studies have concluded that that a large percentage of Americans are not financially prepared for retirement, and will not...
Reverse mortgage myth busters
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...
Reverse Mortgages: Time to trust?
Reverse mortgages are government-insured loans also known as Home Equity Conversion Mortgages (HECMs).
Reverse mortgages and healthcare
By Alain Valles, CRMP, MBA, CSA
Obama-care, Trump-care, no-care
The cost of healthcare, doctor’s visits, prescriptions, and forms to fill out when you’re healthy is...
Should I stay or should I go?
A tough choice for senior homeowners
By Alain Valles, CRMP
Should you stay in your own home? Or would you be better off financially to sell...
Five tips for singles to plan a secure retirement
Single people get left out of the picture a lot when it comes to retirement. Typically it’s smiling couples who are shown contemplating their sunset years in ads, brochures and magazines.