Monthly Archives: January 2018

Aging Seniors Supplement Income With a Reverse Mortgage (HECM)

2018-11-26T06:27:10+00:00January 29th, 2018|

What Exactly is a Reverse Mortgage or an HECM? More seniors than ever face challenges related to retirement, estate planning, and living well in their later years. Clients sometimes bring up the question of reverse mortgages. It's not the perfect solution for every person, but it's a legitimate option. Most of us understand conventional mortgages, [...]

Special Needs Planning Interview on Money Matters Monday

2018-12-26T17:50:31+00:00January 10th, 2018|

https://www.youtube.com/watch?v=X3XPTOp7Dn8 Matt:                     Time now for Money Matters Monday. Planning for the future is hard enough, but what if your plan includes someone in your family or just a loved one with special needs? Joining us now is Brian Quinn, partner with Quinn Estate and Elder Law, LLC. Also does some work with our friends [...]

Wills vs Trusts: What do they do?

2018-12-27T17:24:18+00:00January 10th, 2018|

Matt: Trusts and wills. Do you know the difference between the two? You really should. Chris Shreves, the president and CEO of Securus Circle of Advisors joins us this morning. He is here with Brian Quinn, partner with Quinn Estate and Elder Law LLC. Chris, Brian, gentlemen, good morning to you. Chris [...]

Special Needs Planning

2018-12-27T17:21:41+00:00January 10th, 2018|

Matt: Time now for Money Matters Monday. Planning for the future is hard enough, but what if your plan includes someone in your family or just a loved one with special needs? Joining us now is Brian Quinn, partner with Quinn Estate and Elder Law, LLC. Also does some work with our [...]

Estate Planning and Elder Care

2018-12-27T17:23:07+00:00January 10th, 2018|

Ken: Friends let me tell you something. If you don't go to Securus to secure your financial future, you won't be able to wear these, because I did and my future's so bright, I got to wear eclipse glasses. That's how good it is, alright? Ken: We're going to talk about, they [...]