FFR 184 – Downsizing

This week, Susan takes a look at “DOWNSIZING.” The Who, Why, Where and What of this trend amongst the 55+ crowd. And here you thought they were only about pickle ball. If you’ve got an empty nest or are just thinking about going smaller, this is the...

Financial Flash Report – #158

In today’s Financial Flash Report, Tina Newman offers up 7 helpful tips to maximize an inheritance. This makes a lot of sense because we work so hard for our clients to help them make the most of their assets. There is nothing that warms our hearts more than...