Senior Financial Planning & Legal Advice

What About My Home?

Selling the Family Home

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How Moving Can Save Your Parents Money

How Moving Can Save Your Parents MoneyAs 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 »

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Helping Parents Move Upwind

Helping Parents Move UpwindIn 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 »

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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 »

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My Mom Needs to Move...I Think!

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 »

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Thinking of Selling Your House? Read this First!

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 »

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Hiring a Senior Real Estate Specialist

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How Can a Real Estate Agent Save Me Money?

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 »

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8 Tips for Hiring a Great Real Estate Agent

8 Tips for Hiring a Great Real Estate AgentRecently 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 »

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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 »

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Reverse Mortgage

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Reverse Mortgages Pros and Cons

Reverse Mortgages Pros and ConsA 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 »

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The Real Cost of Reverse Mortgages

The Real Cost of Reverse MortgagesChances 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 »

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Reverse Mortgages Explained

Reverse Mortgages ExplainedWhat 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 »

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6 Most Commonly Asked Reverse Mortgage Questions

6 Most Commonly Asked Reverse Mortgage QuestionsHow 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 »

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Senior Homeowners & The Economy

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How the Economic Crisis is Affecting Senior Homeowners

How the Economic Crisis is Affecting Senior HomeownersIn 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 »

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Advice for Seniors: Managing the Financial Market Turmoil & Economic Crisis

Advice for Seniors: Managing the Financial Market Turmoil & Economic CrisisI 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 »

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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 »

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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 »

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