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05 Apr Financial Considerations of Continuing Care Retirement Communities (CCRCs)

Posted at 14:11h in Financial Goals, Financial Wellness, Insurance, Life Transitions, Near Or Entering Retirement, Retirement by Jennifer Bush

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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 How Would You Do On The Advanced Financial Education Test

Posted at 10:56h in Debt, Education, Financial Wellness, Insurance, Investing, Near Or Entering Retirement, Retirement, Saving/Spending, Uncategorized by Cynthia Flannigan

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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...

06 Sep Mortgage Rates 20 year high

Posted at 11:21h in Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Starting, Growing a Family by Vida Jatulis

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You can’t control mortgage rates, but there is plenty you can control about your home purchase! Are you like me feeling like you missed the boat on buying a home when mortgage rates were lower? Well, here is a little history lesson on mortgage rates...

10 Aug Renting vs. Buying a Home – Which is right for me?

Posted at 12:31h in Financial Goals, Financial Wellness, Insurance, Life Transitions, Money in Your 20s, Saving/Spending, Starting, Growing a Family by Katherine Edwards

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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 11 Financial Tips for Starting a Family

Posted at 10:33h in Estate Planning, Financial Goals, Financial Wellness, Insurance, Life Transitions, Saving/Spending, Starting, Growing a Family by Vida Jatulis

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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 Chalk Talk: Reverse Mortgages!

Posted at 10:44h in Chalk Talk, Education, Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Webinars by Cynthia Flannigan

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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...

30 Sep Are You Ready to Start Your Financial Planning Journey?

Posted at 16:41h by Administrator

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13 Jan New home? What you need to know to file your next tax return

Posted at 12:08h in Financial Goals, Financial Wellness, Life Transitions, Taxes by Jennifer Bush

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If you purchased a home last year, your income tax return may look different this year. Here is an introduction to what you need to know as a new homeowner filing your income taxes for the first time after your purchase. Basics of itemized vs....

03 Nov ACA Wants MAGI, Not AGI

Posted at 10:23h in Employee Benefits, End of Year Planning, Financial Wellness, Open Enrollment by MainStreet Team

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Open Enrollment means a lot of different things depending on your status in life. If you’re someone who will be looking for health insurance under the Affordable Care Act (ACA) Marketplace and you are looking for a subsidy then pay attention to this. It’s not...

20 Sep First-Time Home Buyer’s Guide

Posted at 15:01h in Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Starting, Growing a Family by MainStreet Team

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Being a first-time home buyer can feel scary and exhilarating all at the same time. It’s important you approach this major life decision with a plan (and a back-up plan). Here are 10 tips to guide you through being a first-time homebuyer. Think about why...