Category: FINANCE & LEGAL
Some final thoughts from the Wicked Smart Investor
By Laura Sorgi I don’t profess to be a wicked smart investor, but as a fellow CPA and a lifelong friend of the original wicked smart investor, Christopher Hanson, hopefully I can write a column to live up to his high...
Read MoreWhat’s new for Medicare in 2025?
By Patricia PrewittMy Personal Rx Adviser Many of you may be hoping to see savings in 2025 with the new $2,000 out-of-pocket cap for Medicare enrollees. The Kaiser Family Foundation estimates that close to 7 million Medicare...
Read MoreThinking about transferring ownership of your home to a child? Think about this first…
By Elizabeth A. Caruso, Esq. Happy New Year! Here at Elder Law Myth Busters, I want to start off the new year busting the myth in the number-one question I receive from clients: “I can just transfer my home to my child right?”...
Read MoreRetirement Dreams or Nightmares
New Year Transitions, part deux By Steven V. Dubin Over the course of 30-plus years in working with small business clients, my firm has worked with a number of business owners transitioning toward retirement. For many, it’s a...
Read MoreHELOC payment surprises threaten homeowners
Overlooked provision in home equity credit lines confront homeowners and may trigger foreclosure By George A. Downey The popular Home Equity Line of Credit (HELOC) adjustable-rate loans made tapping home equity easy and...
Read MoreSocial Security’s FAQ page can answer your important questions
By Delia De Mello There are many online resources about Social Security, but it is important that you visit our official website – SSA.gov – for the most accurate and up-to-date answers. You can find lots of information about...
Read MoreHamel-Lydon Chapel & Cremation Service presents Compassionate Service Awards
Hamel-Lydon Chapel & Cremation Service of Massachusetts appreciates the special care and dedication that frontline healthcare workers provide for their patients and families. In the spirit of compassionate service,...
Read MoreRethinking reverse mortgages – How home equity may improve your financial future
By George A. Downey Skyrocketing prices on just about everything have stressed retirement incomes, depleted savings, and threatened financial security. Additionally, home prices have spiked to historic levels – bad news for...
Read MoreSocial Security services are available anytime, anywhere to serve you better
By Delia De Mello We hope your holidays are filled with joy and warmth. During this and every season, we want you to know that we are here to serve you. Did you know that our online services are available to help you do business...
Read MoreSenior Living. Senior Solutions. Made Simple.
What you might not have known about reverse mortgages By Korey Welch, Owner of Boom Realtyand Senior Mortgage Broker, Loan Factory A reverse mortgage can offer several advantages, particularly for older homeowners. Here are some...
Read MoreWhy estate planning matters: Insights from a Realtor
By Leon Merian, Compass Realty You may wonder why, as a Realtor, I care about estate planning. At first, it might seem like an unusual connection, but trust me – estate planning and real estate are closely tied, especially when...
Read MoreFamily-owned Duval’s Pharmacy has served the community for generations
Duval’s Pharmacy in Whitman is the kind of business that is rare to find these days – a locally owned, multi-generational family business that puts its customers first.Since 1946, the Duval family has been serving families...
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