- Financial Planning for Long-term Care
- Long-term Care Insurance
- Preparing & Understanding Legal Documents
- Legal How-to's
- What About My Home?
- Selling the Family Home
- Hiring a Senior Real Estate Specialist
- Reverse Mortgage
- Senior Homeowners & The Economy
- Seniors & The Financial Crisis
- Medicare, Medicaid & Insurance
- Paying for Senior Care
- Protecting Loved Ones
What About My Home?
Selling the Family Home
How Moving Can Save Your Parents Money
As a senior real estate specialist, I'm often approached by senior clients who say, “I'd like to move out of my
home, but I don't want a monthly payment.” It's my job to remove that obstacle
and ... Read entire article »
Related Articles
Helping Parents Move Upwind
In sailing, the technique used to move upwind (or against the wind) is called “tacking.” Although tacking is actually a combination of vector mathematics and boat design, to most of us, it refers to... Read entire article »
Related Articles
When to Move: Transitioning from Home to Facility
When does homecare stop fitting the bill? This question is faced by many and here's the rub—many people are reticent to move out of their home. I have come across similar situations in my family twice. Wh... Read entire article »
Related Articles
My Mom Needs to Move...I Think!
It happens every year, starting the week after Thanksgiving: adult children migrate home to spend time with their parents and see signs that their parents are aging. Sometimes the signs are subtle, such as undo... Read entire article »
Related Articles
Thinking of Selling Your House? Read this First!
Should I Sell My House?
This is frequently the most significant financial decision faced by many seniors—or by family caregivers. Often the impetus is that a person’s cost of care has risen or that... Read entire article »
Related Articles
Hiring a Senior Real Estate Specialist
How Can a Real Estate Agent Save Me Money?
At seminars, I’m often asked to talk with seniors about the process of selling a home. The most common question I get is: what do I need to do to get my home ready to sell? I usually tell the person who... Read entire article »
Related Articles
8 Tips for Hiring a Great Real Estate Agent
Recently I wrote an article entitled “How to Hire a Realtor Who Specializes in Working with Seniors.” Once you’ve decided whether you want to work with a realtor who specializes in working wit... Read entire article »
Related Articles
How to Hire a Realtor Who Specializes in Working with Seniors
With the graying of America, small business is already trying to capitalize on the increase of aging baby boomers. Many service-driven businesses have concocted designations that signify they “specialize... Read entire article »
Related Articles
Reverse Mortgage
Reverse Mortgages Pros and Cons
A reverse mortgage, with pros and cons either you way go, understandably has its fair share of both advocates and critics. A financial tool to help seniors pay for home improvements, stay in their home, and inc... Read entire article »
Related Articles
The Real Cost of Reverse Mortgages
Chances are, you’ve heard of reverse mortgages. But do you really know how they work? There are many professionals on both sides of the fence. One side will try to sell you on the upsides of reverse mortg... Read entire article »
Related Articles
Reverse Mortgages Explained
What Is A Reverse Mortgage
A reverse mortgage is a unique financial tool that allows seniors to access the equity in their homes. The reverse mortgage loan requires no monthly payments or fees. Instead, the len... Read entire article »
Related Articles
6 Most Commonly Asked Reverse Mortgage Questions
How does a reverse mortgage work?
A reverse mortgage allows seniors to access their home's equity. Lenders pay the homeowner—and the homeowner has no payments due as long as he or she remains in the home.... Read entire article »
Related Articles
Senior Homeowners & The Economy
How the Economic Crisis is Affecting Senior Homeowners
In Selling Your Home: How the Housing Crisis & Economy Factor In, I encouraged you to not let excuses stand in your way of moving, if the time is right for you to move. Recently, I had a conversation with ... Read entire article »
Related Articles
Advice for Seniors: Managing the Financial Market Turmoil & Economic Crisis
I have recently been reminded of the wisdom that only comes with time. My senior clients have once again shown incredible resiliency in handling the severe crash of the financial markets as well as the signific... Read entire article »
Related Articles
10 Ways to Save Money on Energy Costs
Paying for senior care is no easy task—especially if you don’t have long-term care insurance. If you currently pay for your parents’ care or if you live on your own with assistance from homeca... Read entire article »
Related Articles
10 Ways to Save Money on Food Costs
My grammy knows best when it comes to saving money. While other women splurge on potholders, she uses the leftover fabric from pants she hemmed to avoid getting burned. When big-spenders spring for the combo de... Read entire article »


