RECENT BLOG POSTS
I'm curious about the value of the SRES training in Canadian Realtor's practices. Does the fact that most of the course content has to do with U.S. laws and programs in any way diminish the value of the course to you? What are your thoughts about having a Canadian only SRES class? Where and whe...
Great article on retirement, the Boomers, and housing. http://finance.yahoo.com/focus-retirement/article/110715/the-retirement-of-the-future?mod=fidelity-livingretirement
OnLok Lifeways is a local agency that helps seniors. The article gives the details, but I'm finding that this resource is under the radar in our area and people not only don't take advantage of them, but don't even know about them. If you are working with Seniors and are local in the Bay area, ...
Taken from the August 2010 issue of Journal of Financial Planning. 42...Percentage of large employers that have 401(k) plans with automatic enrollment; 28% have an automatic escalation feature (AARP) $111.5 trillion...Global wealth at the end of 2009, up 11.5% from year-end 2008 & nearly back to...
Beyond Estate Planning: Bankers Tackle Elder Care http://online.wsj.com/article/SB10001424052748704256304575320903355455166.html?mod=googlenews_wsj
There is a new concept sweeping the nation that helps people to age in place longer. It is called the "Virtual Retirement Village" or "Village" for short. It's a new idea that is a practical means to help people to remain in their homes as they grow older. It is not a place or physical structu...