Make the most of your money.
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- Category: Financial
Branching out allows your retirement savings to weather different seasons
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A Senior Real Estate Specialist® or SRES® designee is a realtor who possesses the necessary expertise to address the financial and lifestyle needs of homebuyers and sellers ages 50+. A SRES® Realtor® has unique knowlege of how reverse mortgages, 401(k) accounts, IRAs, Medicaid, Medicare and Social Security can affect real esate decisions. Diane Culver, with Keller Williams, is a SRES® designee
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Turning the page on a new year means so many activities to so many of us. The joy of writing on a new calendar, scrolling birthdays and anniversaries, scheduling annual appointments for dental, eye and physical exams for my family all make me happy in anticipation of a fresh New Year. One semi-annual appointment I encourage all of my friends and family to schedule is a Financial Well-Being Check Up with their financial institution. Things in everyone’s lives change every year - a new child, a grandchild, divorce or marriage. Perhaps this is the year you have set goals for yourself and your family. Making better choices in the food we eat, getting more exercise, or maybe saving money for a new car, planning a vacation for your family or saving for a college education. One constant in life is CHANGE and we need to plan for those changes the best we can.
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Take the time to create a space that's just right for you now and in the future!
