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: Retirement
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”
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”