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05 Apr

Posted at 14:11h in Financial Goals, Financial Wellness, Insurance, Life Transitions, Near Or Entering Retirement, Retirement by
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CCRCs are an all-in-one solution to aging in place for people over 60. Residents start out living independently in their own apartments, duplexes, or single-family homes in the community. As health needs evolve, CCRCs offer a seamless transition to assisted living, memory care, or skilled...

25 Jan

Posted at 10:56h in Debt, Education, Financial Wellness, Insurance, Investing, Near Or Entering Retirement, Retirement, Saving/Spending, Uncategorized by
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The National Financial Educators Council developed an Advanced Financial Education test to evaluate financial literacy including questions on loan payments, inflation, risk-based pricing, FICO scoring, loan qualification, and investments. It was designed for high school students (as well as adults), but isn’t it tempting to...

10 Aug

Posted at 12:31h in Financial Goals, Financial Wellness, Insurance, Life Transitions, Money in Your 20s, Saving/Spending, Starting, Growing a Family by
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Clients often ask us whether they should rent or buy their home, however, it is not a black-and-white answer and depends on everyone’s circumstances. Here are a few pros and cons to consider when deciding between renting or buying a home. Buying a home Pro...

13 Jun

Posted at 10:33h in Estate Planning, Financial Goals, Financial Wellness, Insurance, Life Transitions, Saving/Spending, Starting, Growing a Family by
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Starting a family is a big moment and a wonderful life transition!  Babies are adorable, but having a family will have an impact on…your relationships, your health & well-being, and your wealth.  Taking the time to develop a plan will help you and your partner...

04 Apr

Posted at 10:44h in Chalk Talk, Education, Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Webinars by
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“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When: Tuesday 4-18-23 at 7:30pm Eastern; 4:30pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How: Zoom Meeting, Free to ongoing clients; $10 for guests Email us for the recording! Reverse Mortgages! Hosted...