Past Events
Long-term Care: Overview, Planning, and Insurance
Presented by: Rick Miller and Laura Williams
February 17, 2022
Part two of the webinar series focuses on long-term care and what it means for older adults and their families.
Older Adult Housing: Issues and Solutions
Presented by: Rick Miller and Laura Williams
January 20, 2022
Rick Miller and Laura Williams present the questions older adults and their families need to ask to prepare for retirement and their future.
Smarter Giving: Tax-efficient Strategies for Charitable Donations
Presented by: Frank Napolitano
November 17, 2021
Using Donor Advised Funds and Qualified Charitable Distributions can optimize charitable donations from a tax perspective. Find out how.
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.