Leah Kari, Retired Pharmaceutical Representative and Licensed Insurance Agent No matter how orderly we believe our affairs are, most people who have experienced the enormous life upheaval of a spouse passing say they were not as prepared as they thought. Having updated our trust today, I hope to convey the importance of meeting with your…
Tag: Dollars and Sense
September 2024, Features
Dollars and Sense: Guard Your Card!
Leah Kari, Retired Pharmaceutical Representative and Licensed Insurance Agent Your Medicare number is your passport to accessing vital healthcare services. It is required for enrollment into Medicare Supplement Insurance, Medicare Advantage Plans, and Stand-Alone Prescription Drug Plans. Your Medicare number is confidential. Criminals are on the prowl to exploit this information. Safeguard your Medicare number and watch…
Features, May 2023, March 2023
Dollars & Sense: A Reverse Way of Thinking
Steve Kaye, CrossCountry Mortgage Aging. It’s a part of life in our communities, so let’s talk about it. Currently, most seniors who are at or nearing retirement age look forward to collecting what to help them financially get by in their senior years? You know this answer … it is ______ ______. Yes! You got…
Features, November 2022
Dollars &Sense: What as an Investor Should We Be Looking For?
Premier Coin Galleries, Inc. Lost decade for the stock market? Winds of change. The sun will always come out in Arizona. It’s been a long time—the stock market could be at the beginning of a lost decade. It’s impossible to overstate just how good the stock market returns have been for investors over the last…
Features, November 2022
Dollars & Sense: How to Access the Equity in Your Home
The Paseo Financial Group Congratulations! You have worked hard your entire life and have finally reached retirement. After years of paying down your mortgage, the bulk of your wealth now rests in one main asset: your home. These homeowners are often described as someone who is “equity-rich.” For senior homeowners, an important question eventually arises:…
Features, August 2022
Dollars and Sense: How to Prepare Your House for Sale (Part 2)
The Paseo Financial Group Consider Renting a Storage Unit Almost every home shows better with less furniture. Remove pieces that block paths and walkways, and put them in storage, along with distracting artwork and empty bookcases. Removing extra leaves from your dining room table will make the room appear larger. Leave just enough furniture to showcase…
Features, July 2022
Dollars and Sense: How to Prepare Your House for Sale (Part 1)
The Paseo Financial Group Every seller wants his or her home to sell quickly and for a large profit, but it takes more than luck to make that happen. It involves careful planning and knowing how to professionally prepare your home to convince buyers to pull out their checkbooks. Here are a few steps you can…
Features, May 2022
Dollars and Sense: Americans Are on the Move—Especially Seniors!
A recent survey detailed that about 40% of Americans are thinking about a move in 2022, and most hope to buy a home in their new location. Those most likely to move are: * 62% of Generation Z (my son and future daughter-in-law just moved from California to Florida) * 53% of Millennials * 53%…
Features, April 2022
Dollars and Sense: How to Cash Out When Mortgage Rates Are Rising
The Paseo Financial Group During the last year, home prices rose, making many Americans “house rich.” By the end of the third quarter 2021, borrowers had a record $9.4 trillion in tappable home equity collectively, or an average of $178,000 per borrower. When tapping those dollars, it is best to consider your whole financial picture, including…
Features, December 2021
Dollars and Sense: 11 Home Features Today’s Buyers Want Most
Douglas Sedam Thinking about selling your house? Here are home features potential buyers are coveting. #1 Laundry room. Percentage of buyers who want this feature: 91%. More than anything else, homeowners want a room other than the guest bedroom to stack all the clean laundry in until it finally gets put away. A separate laundry room tops…