Category: FINANCE & LEGAL
Why 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...
Read MoreA faster and more convenient way to request a Social Security number and card
By Delia De Mello, Social Security If you need an original Social Security number (SSN) or a replacement card, you can now complete your request online, and if needed, schedule an appointment for faster service. How it works...
Read MoreAs America celebrates independence, it’s a good time to be sure your estate plan stands the test of time
By Elizabeth A. Caruso, Esq. Instead of busting a myth this month, as America celebrates its semiquincentennial this July 4th, I thought it would be interesting to take a historical perspective on how the...
Read MoreWhy home equity deserves objective consideration in serious retirement advice
By George A. Downey Financial planning has changed. Advisors can no longer view a client’s financial life only through investment accounts, insurance products, income projections, or tax strategies. A sound fiduciary process...
Read MorePutting your vacation home in a trust helps protect future generations and avoids probate
By Elizabeth A. Caruso, Esq. We have a Cape house that I want to leave to just one child; they will share with their siblings. This is fine, right? Wrong! This is a sure-fire way to bring arguments and turmoil into your family....
Read MoreSenior Living. Senior Solutions. Made Simple.
The 6% commission Is dead – so why are sellers paying more than ever? By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory For the past year, consumers have been hearing about the massive changes...
Read MoreHome equity: The overlooked asset that can be a flexible funding source to increase financial security and lower stress
By George A. Downey According to a summary of the JP Morgan “Guide to Retirement” from Shannon Hicks of HECM World, “the home equity in your primary residence may be used” as part of a long-term care or retirement income...
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