Category: FINANCE & LEGAL
Senior Living. Senior Solutions. Made Simple.
When it comes to real estate commissions, are you selling a house or buying your agent a boat? By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory I like boats. I just don’t think you should...
Read MoreGetting SSI and still working? What you need to know to keep your benefits secure
By Delia De Mello, Social Security Administration When you receive Supplemental Security Income (SSI) and work, reporting your wages to Social Security accurately and on time is important to ensure you receive the payment for...
Read MoreAre you curious about the CMS Bridge program for GLP-1s?
By Patricia Prewitt My Personal Rx Advisor The GLP-1 medications for weight loss are all over social media promoted by celebrities and others impressed with their quick results. Who doesn’t want to look great at an...
Read MoreIt’s back-to-school season: A good time to review and update your estate plan
By Elizabeth A. Caruso, Esq. As summer winds down and families settle back into their school-year routines, it’s a good time to think about more than school supplies and schedules. Use those new highlighters and red pens to...
Read MoreMassachusetts home care licensing: An important first step, but only a first step
By Mark Friedman Massachusetts is taking an important and long-overdue step toward protecting older adults and their families by moving toward licensing home care agencies. The Commonwealth should be commended for...
Read MoreRethinking home equity in a changing retirement landscape: Doing what’s best to meet your goals
By George A. Downey For generations, many homeowners followed a familiar financial philosophy: work hard, pay off the mortgage, preserve the home, and leave it untouched for as long as possible. Home equity was viewed as...
Read MoreWhy you don’t need most expensive yard sign on the South Shore to sell your home
Senior Living. Senior Solutions. Made Simple. Why you don’t need most expensive yard sign on the South Shore to sell your home By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory There are some...
Read MoreHow the Social Security Administration is making the SSI program more efficient
By Delia De Mello, Social Security Millions of Americans rely on Supplemental Security Income (SSI) to help meet their basic needs. Last year, the Social Security Administration created the SSI Improvement Team to make the SSI...
Read MoreYour prescriptions or your health coverage have changed. Now what?
By Patricia Prewitt My Personal Rx Advisor Often, sticker shock arises when a new medication is prescribed. It’s frustrating to have no idea what the cost may be. It can be even more surprising when a routine medication...
Read MoreMyth or fact? Retirement account beneficiaries are determined by who is named in your will or trust
By Elizabeth A. Caruso, Esq. Myth or fact? I had my will drafted to distribute my retirement accounts to my children, so it doesn’t matter who is written as the beneficiary on the accounts. Myth! Beneficiary designations on...
Read MoreYour home may be your largest retirement asset. Is it working for you?
By George A. Downey For many retirees, financial planning focuses on savings, investments, pensions, and Social Security. Yet one of the largest assets many older homeowners possess – the equity in their home – is often...
Read MoreSenior Living. Senior Solutions. Made Simple. Selling your home in the sizzle of summer requires some attention to seasonal details
By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory Summer is a season of sunshine, flip-flops, backyard barbecues, and, believe it or not, home sales. While buyers may be dreaming of beach days...
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