Category: Blog

senior homeowners

Senior homeowners in line for property tax relief

November election promises property tax relief for senior homeowners A ballot initiative for the November election, The California Proposition 13 Tax Transfer Initiative, would amend Prop 13 to allow senior homeowners or severely disabled homebuyers to transfer their property tax base to a replacement residence for any price, in any County and as many times…

medicare surcharges

Save thousands of dollars on Medicare surcharges

In case you haven’t heard Medicare surcharges are on their way up Medicare ushered in a new income scale as the basis for Medicare high-income surcharges. that will have many of us will paying more for our Medicare Parts B and D in 2018. In a recent article in Investment News, Katy Votava wrote an…

medicare donut hole

Taking the bite out of the Medicare “donut hole”

The Medicare donut hole is catching countless seniors unaware As we get older taking prescription drugs is a fact of life and the costs of these drugs continue to skyrocket. In simpler times retirement planning was less complicated than it is for us today. There were more defined benefits retirement plans that provided you with…

involuntary retirement

Name’s Retirement…Involuntary Retirement

The best time to plan your retirement is before the boss does! Getting a pink slip along with your paycheck can be devastating for anyone but for baby boomers it is something life changing. Have you ever been laid off from a job you really enjoyed? Call it what you like but at 63 Norm…

searching for more real estate transactions

Searching for more real estate transactions? We found ’em!

To find more real estate transactions you have to look under every rock Jolene, like most real estate agents, had been looking for other ways to add another 2-3 transactions a year to her business. She knew she was in a very competitive market and would have to look under every rock to find them.…

love home

Sometimes not getting a reverse mortgage is a life changing decision

A Reverse Mortgage could have made a difference… For countless seniors getting a Reverse Mortgage can be a life changing decision. Sometimes not getting a Reverse Mortgage can be a life changing decision. John and Linda were like most pre-retirement couples, they wanted to see if a Reverse Mortgage fit into their retirement plans. John…