Blog, Events & Media

More and more parts of our lives are digital—and connected through the internet for maximum convenience. Is your digital life as secure as it can be? Zenobia Millet will talk about what you should pay attention to and how you can keep your home and work devices and digital assets safe.

You’ve worked hard on saving over your lifetime! Let us help you manage your assets and prioritize your retirement goals.

Mortgage lending can seem mysterious, and reverse mortgages even more so. Used properly and at the right time, they are powerful tools for managing cash flow and protecting home equity. Janice Cohen, a licensed reverse mortgage specialist for more than 16 years, explains.

Money is one of the most overlooked factors in dealing with breast cancer. But breast cancer and financial planning/financial wellness can go hand-in-hand. “Financial toxicity” does not have to happen to you!

It's good to have a clear understanding of the general rules about reverse mortgages—also known as Home Equity Conversion Mortgages (HECM). Without knowing much about them, people often see reverse mortgages as a negative experience. However, an HECM can be a potentially positive experience in your financial life.