Category: retirement planning
The TRUST Issue Part II
March 14, 2023
About 60% of my clients have their home in a Trust. To find out more about Trusts and who should have one, I interviewed local Trust attorney, Emily Buchbinder.
The Trust Issue, Part I
August 18, 2022
~ Independence Day Greetings ~
July 4, 2022
Happy Memorial Day!!
May 30, 2022
Happy Easter!!
April 17, 2022
Friendly Reminder:
April 7, 2022
Property Taxes Due Sunday, April 10th!!
~* Free Event *~ "Better Retirement With Today's Reverse Mortgage"
April 4, 2022
Spring Is Here!
April 1, 2022
The Re-Finance Madness Continues!!
March 7, 2022
HECM News
February 7, 2022
As Seen in the Santa Cruz Sentinel daily newspaper!!
January 24, 2022
~* Free Event *~ "Better Retirement With Today's Reverse Mortgage"
January 15, 2022
Happy New Year!!
January 1, 2022
My Move to a Senior Community
September 18, 2020
HECM and Jumbo News
April 3, 2019
Register Pajaronian Senior Living Article March/April 2019
Move Over FHA: New Proprietary Reverse Mortgages Offer 60+ More Options
September 28, 2018
New Changes in Reverse Mortgage Programs this Summer and Fall
Savvy Retirement Planning: Are You Ready?
July 31, 2018
Savvy Retirement Planning: Are You Ready?
Listen to "Money Moves" LIVE! Wednesday, July 12th 7-8 p.m. on KSCO AM 1080 Radio Santa Cruz with sub-hosts Marina Watts & Martha Shedden
July 9, 2018
Listen to "Money Moves" LIVE! Wednesday, July 12th 7-8 p.m. on KSCO AM 1080 Radio Santa Cruz with sub-hosts Marina Watts & Martha Shedden
Home Equity Conversion Mortgage Seminar
June 26, 2018
Home Equity Conversion Mortgage Seminar
Santa Cruz County Senior Meals and Grocery Deals!
May 30, 2018
Santa Cruz County Senior Meals and Grocery Deals!
What Would You Do With Extra Money In Retirement?
May 15, 2018
What Would You Do With Extra Money In Retirement?