Is Downsizing Right For You?

Is Downsizing Right For You?

The children are grown and have started lives of their own. They’ve finished their schooling.  They have jobs.  Perhaps they have married.  You may even have grandchildren. You and, if you’re married, your spouse did a great job. You now have the freedom to travel,...
Four Reasons to Buy Final Expense Insurance

Four Reasons to Buy Final Expense Insurance

Here’s a touchy topic that no one wants to talk about. I’m going to do it anyway because I feel it’s necessary in order to care for and protect your family and loved ones. Why? Let’s face it, we’re all going to transition at some point. All of us are going to die....
The Mental Health Benefits of Gratitude

The Mental Health Benefits of Gratitude

In deciding what to write for this month’s newsletter, living in gratitude came to mind.  My absolutely favorite holiday, Thanksgiving, is upon us, so I thought I’d present some ideas on how being grateful for everything benefits us.  I didn’t write the following...
Care Options for Older Adults

Care Options for Older Adults

A topic of utmost importance as we age, or become disabled at any age, is how to get the best and most appropriate care for our loved ones. It’s a huge topic, and one I won’t fully address in this newsletter. However, I will address all the options listed below over...
Life Settlements

Life Settlements

What the Heck are Life Settlements Anyway and Why Should I Know About Them? Most of us are aware of reverse mortgages and how they can help support us as we age. If you’re 62 or older – and want money to pay off your mortgage, supplement your income, or pay for...