“It was the best of times, it was the worst of times…” Charles Dickens: A Tale of Two Cities Right now is an interesting time to be in the service of our nation’s senior citizens. Seniors have more liquidity than ever. But they also face higher pressure and greater threats on the financial front. That’s
Did you make New Year’s Resolutions for 2020? If you did and are still working on them, you’re winning! Studies show that a tiny percentage of people actually follow through with New Year’s Resolutions. Even if you didn’t set a New Year’s Resolution, EVERYBODY likes the idea of a fresh start for a new year.
Realtors & Financial Professionals - We Should Know Better!
Sometimes we learn about a subject matter that changes our perspective or idea of how a product works. Take an experienced real estate agent for instance. Most have heard about Reverse Mortgages but not the full reverse mortgage product line. The same holds true for financial advisors & certain money strategies. The “Ah ha” moment
People tend to think of spring & summer as the time of year for home improvement projects. But if you want a great deal on a trip to Disney, do you go in the summer when the kids are out of school? Or, do you wait until September when you can find short lines and
Did you know that 1 out of every 5 home purchases are made by a single female? It’s actually 1 out of 4 between the ages of 54-63! Single women now make up the 2nd largest group of buyers behind married couples & they’re buying property at twice the rate of single men. NAR Data
We are all blessed Thanksgiving especially is the time to share those blessings. Help us provide a Thanksgiving dinner to disadvantaged families in our local community for the 11th year in a row! We are proud to be teaming up with Just The Right Attitude to host our 11th Annual Turkey Drive on November 22nd
A recent story in the Gambit predicted the NOLA real estate market faces lower prices and longer times on the market in 2020. But Fannie, Freddie & the Mortgage Bankers Association say otherwise. Is the doom & gloom accurate? Or will the strong market continue? Rose Colored Glasses 3 real estate industry giants are optimistic
Some of us are hard-core, year-round bikers. But the arrival of fall brings cool, crisp weather that brings out even the casual biker in all of us. Whether you’re a hard core biker or an occasional cruiser, you’ll be hard pressed to find a better place to ride your bike than metro New Orleans. And
Americans seem to have this idealistic view of debt.  Debt is OK when you need it. But when it’s time to retire, you should be debt-free for the most part, right? Not so fast. We recently documented how an increasing number of seniors & people approaching retirement age have to make smart decisions about their
Don’t be fooled. Older American’s are struggling with money. A recent study published by Property Shark revealed some startling insights into the health of senior finances. It also offered some concrete advice on how we, their advisors & in some cases children, can help. Senior Retirement Stats Headed in the WRONG Direction According to the