Success Stories

According to Pew Research, almost one-half of adults in their 40s and 50s fall into the Sandwich Generation, with about one-third (32%) of those saying they had given a parent financial support in the past 12 months. And when those middle-aged adults also have children to support, welcome to the financial cost of older parents…

Jack and Irene F. had been married 52 years, raised two wonderful adult children, watched them both marry the perfect wives and had 4 perfect grand babies. Unfortunately, those 52 years were not all rosy and some scars just can’t be repaired.  And, sometimes just riding off together for their last years no longer seemed…

Jim and Shirley B. saved and invested for years and had all their assets in all the right places with a trusted financial advisor. But, with both now 67 they just didn’t need the “big house”.  So, she fixed up the old place, made it beautiful, sold it and then paid all cash to downsize…

 Are you still concerned about a mortgage? Donna B. was getting tired of the stress.  A residential Realtor for over 35 years, a former top performer in her market and a distant dream to just slow down. The problem?  She had refinanced her home in order to buy one more investment rental home, and the…