Past Events

Can You Count on the Value of Your Home?
Presented by: Rick Miller
October 13, 2021
Owning a home isn’t always a stable investment. Housing markets can be volatile and even risky. Sometimes, the stock market is a safer bet.

Should We Downsize or Dreamsize?
Presented by: Rick Miller
September 8, 2021
The kids are grown. Should you move? Whether you're looking for a modest home or an oceanside villa, how do you make your dreams come true?

Should We Buy a Vacation House?
Presented by: Rick Miller
August 25, 2021
Owning a vacation house is a dream for many people, but there's more to it than making a down payment and putting your toes in the sand.

How Much House Can We Afford?
Presented by: Rick Miller
July 6, 2021
The price of a home is not just the listing price. Regular and major maintenance can take a chunk out of your wallet. Interest on your mortgage, homeowners’ insurance, and property taxes factor in, too. Sometimes, waiting is the best strategy.

Buying vs Renting: How It Affects Your Bottom Line
Presented by: Rick Miller
June 16, 2021
Buying vs renting is not an easy choice. Find out how market volatility, the cost of home maintenance, and timing can affect your decision.

Slowing Down Before Retirement: Can I Afford to Earn Less?
Presented by: Rick Miller
May 6, 2021
You may be considering a change from a short, high paying career and a longer, lower paying one. Can you earn less and be happier?

A Career in the Arts or Education: Can I Afford My Dream Job?
Presented by: Rick Miller
April 29, 2021
In this webinar, you’ll learn why dream jobs are hard to get and how to plan for your dream job, and for your plan B.