Category: FINANCE & LEGAL
When comparing bids from home buyers, the highest offer isn’t always the best offer
By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory Your house hits the market. The open house is packed. Monday morning arrives and you have five offers sitting on the kitchen table. One is...
Read MoreDid you know that certain changes can affect SSI payments?
By Delia De Mello, Social Security If you receive Supplemental Security Income (SSI), staying informed about your reporting responsibilities is essential. Changes in your income, resources, or living arrangements can...
Read MoreTime is money, and gas is expensive! A medication synchronization program could be the answer
By Patricia Prewitt My Personal Rx Advisor I recently asked a friend for money-saving ideas on everyday expenses, and specifically about prescriptions. The conversation sparked a few ideas to share for this month’s column....
Read MoreWhy your estate plan needs both a will and a trust to fully protect your assets
By Elizabeth A. Caruso, Esq. One of the most frequent questions I get from my clients is why do I need a will and a trust; isn’t it just one or the other? This is typically not an opportunity for choice or to pick one over the...
Read MoreAn overlooked asset in estate planning: the equity in your home
An overlooked asset in estate planning: the equity in your home Why a comprehensive estate plan should consider not only what you leave behind, but also how you fund the life you want to live By George A. Downey When most people...
Read MoreBuyers will pay what your home is worth, not what your comparative market analysis says
By Korey Welch, Owner of Boom Realty and Senior Mortgage Broker, Loan Factory Want to know one of the easiest ways for a real estate agent to win a listing? Tell the homeowner their house is worth more than everybody else...
Read MoreSocial Security adds new online tool and notices for disability claims
Social Security recently announced major enhancements to mySocialSecurity – expanding self-service options and the notices available to individuals navigating the disability claims and appeals process. The new tools provide you...
Read MoreOpen your mail! Medicare prescription plans are scheduled to change in 2027
By Patricia Prewitt My Personal Rx Advisor By the time you are reading this edition of The South Shore Senior News, radio and television ads will be in full force for annual Medicare open enrollment that starts October 15...
Read MoreTrick or Treat? Don’t let these estate tax myths haunt your plan
By Elizabeth A. Caruso, Esq. Halloween is about things that seem scarier than they are and a few things that are secretly scarier than they look. Estate tax planning is full of both. This month, we’re separating...
Read MoreMost families do not have an aging plan until they need one
By Mark Friedman Most of us have spent years planning for retirement. We have thought about income, housing, insurance, and perhaps the places we would like to visit. Many of us have also completed an estate plan explaining what...
Read MoreRethinking financial security in an increasingly uncertain world
By George A. Downey For generations, Americans approaching retirement could plan around familiar assumptions: work, save, pay down the mortgage, accumulate investments, protect the family home and prepare for a reasonably...
Read MoreSenior 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...
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