Recent Financial Articles

Filling Your Emergency Information Kit

Filling Your Emergency Information Kit

If the unexpected occurs, will you have the right information at hand? Although the Boy Scout motto "be prepared" is a good rule of thumb for us all, recent studies indicate that Americans are woefully unprepared for emergencies that may come their way. Creating a...

Successful Women

Successful Women

PLAYING CATCH-UPIf you haven't saved enough for retirement, you've still got time. Longer lives mean longer retirements—and for women especially, who are expected to live five years longer than their male counterparts, this fact can pose a retirement dilemma....

Diversify Your Income

Diversify Your Income

Branching out allows your retirement savings to weather different seasons There are many factors to consider when it comes to planning for a secure and fulfilling retirement—from how you'll fill your time to where you'll live and how you'll pay for it all. One...

Senior Real Estate Specialist® Program

Senior Real Estate Specialist® Program

A Senior Real Estate Specialist® or SRES® designee is a realtor who possesses the necessary expertise to address the financial and lifestyle needs of homebuyers and sellers ages 50+. A SRES® Realtor® has unique knowlege of how reverse mortgages,...

Financial Well-Being: A New Year, A New Plan!

Financial Well-Being: A New Year, A New Plan!

Turning the page on a new year means so many activities to so many of us. The joy of writing on a new calendar, scrolling birthdays and anniversaries, scheduling annual appointments for dental, eye and physical exams for my family all make me happy in anticipation of...

Make Yourself at Home

Make Yourself at Home

Take the time to create a space that's just right for you now and in the future! It seems many Americans agree with Dorothy Gale of Kansas: There really is no place like home. We spend years, decades even, creating a space that reflects our families, our lives, our...

The Taxman Cometh

The Taxman Cometh

Make your tax to-do list while you still have time! As we settle into the last quarter of the year, your mind may be on a different kind of list. But December 31 marks an important deadline for many year-end tax moves, including charitable contributions, so it makes...

Keep Black Friday from Budget Busting

Keep Black Friday from Budget Busting

Every year, many start the holiday season with a shopping budget and a vow to stick to it. Yet year after year, after the gifts are unwrapped and the credit card bills and bank statements start to arrive, many are shocked at how much they really spent. Why is it so...

Financial Security and the Four-Legged Stool

Financial Security and the Four-Legged Stool

It's never too late to start saving for your retirement. Financial security in retirement can be viewed as a four-legged stool. The four legs include Savings and Investments, Work, Social Security, and Pensions. That stool is sturdiest (and we sit most securely on it)...

Understanding Mortgages

Understanding Mortgages

It's safe to say the American Dream usually involves a white picket fence, at least in the proverbial sense. Even as young children, we dream of a day where we will have our own home and a family to fill our adult space with. We spend our young adult years developing...