When to hire a financial planner? According to the Employee Benefits Research Institute’s 2022 retirement poll, one in every three working persons and retirees now works with a professional financial planner. Almost half of those without a planner intends to hire one in the future. A life event, such as marriage or divorce, is frequentlyContinue reading “When to Hire a Financial Planner”
Tag Archives: Goals
Back to School Budgeting Guide
It’s Back-to-school season! The shopping season is in full swing from early July through late September. Back-to-school shopping can be hard on a budget. Use this back-to-school budgeting guide to plan out your spending. School Supplies Before you go out and buy school supplies, take stock of what you already have in drawers or onContinue reading “Back to School Budgeting Guide”
Teachable Moment: Back to School Budgeting
It’s the back-to-school season which means back-to-school budgeting! The shopping season is in full swing from early July through late September. This season can be a teachable moment for back-to-school budgeting. Back-to-school shopping can be hard on a budget. Especially with 54 million returning children, most families intend to complete their shopping in oneContinue reading “Teachable Moment: Back to School Budgeting”
Where to Turn to For Help
What if an older adult’s children or other family members have no idea where to turn for help when their elder loved one is suddenly in need? Language Matters: Senior Concierge Services For older adults, a steadfast desire to maintain independence as long as possible is completely understandable; we all want autonomy over our lives.Continue reading “Where to Turn to For Help”
Estate Plan Review Checklist
Estate and end-of-life preparation are two topics that frequently make individuals nervous. Many people seem uncomfortable or anxious while discussing such things or appear too big and hard to consider. This does not have to be the case. Use this estate plan review checklist for a starting point. This list is not all-inclusive, but itContinue reading “Estate Plan Review Checklist”
Older Adults Favor HECM for Purchase
Older adults favor the Hecm for purchase to achieve their retirement goals. Many agree the style of living, ease of maintenance, and closeness to family are fundamental standards for older adults who prefer a Home Equity Conversion Mortgage for Purchase Loan(HECM). Christina Harmes, in San Diego, affirmed she has clients looking to upsize, downsize, andContinue reading “Older Adults Favor HECM for Purchase”
OK Boomers
Ok, Boomers, we need to talk. The majority of advertising and news coverage are increasingly ignoring the Baby Boomers. It is easy to find news about the Millennials-but it seems Baby Boomers are not nearly as fashionable to talk about—except for ridicule by Gen X’ers. Born between 1946 and 1964, boomers have dominated every economicContinue reading “OK Boomers”
OK Boomers
Ok, Boomers, we need to talk. The majority of advertising and news coverage are increasingly ignoring the Baby Boomers. It is easy to find news about the Millennials-but it seems Baby Boomers are not nearly as fashionable to talk about—except for ridicule by Gen X’ers. Born between 1946 and 1964, boomers have dominated every economicContinue reading “OK Boomers”
Where to Turn to For Help
What if an older adult’s children or other family members have no idea where to turn for help when their elder loved one is suddenly in need? Language Matters: Senior Concierge Services For older adults, a steadfast desire to maintain independence as long as possible is completely understandable; we all want autonomy over our lives.Continue reading “Where to Turn to For Help”