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March 17, 2020 by seniorsfirst

Seniors First Radio Show & Podcast features Jeremy Zizmor, Daily Money Manager

Tune in to the Seniors First radio show and podcast on Talking Information Center. In this month’s episode, George Downey talks with Jeremy Zizmor, a Daily Money Manager who provides financial services to individuals and families.

Listen now: http://ticnetwork.org/audio/specialprograms/seniorfirst/seniorfirst.mp3

About the Seniors First show –
On a monthly basis, the Seniors First radio show and podcast brings you information that helps you improve your retirement.

Hosted by George Downey, the founder of Seniors First as well as CEO of Harbor Mortgage Solutions in Braintree, MA, the show includes a wide range of professional experts who serve the senior community. Included are Accountants, Estate and Elder Law Attorneys, Registered Investment Advisors, Financial Planners, Geriatric Care Managers, Home Modification Contractors, In-Home Care Providers, Insurance Professionals, and Mortgage and Real Estate Professionals.

Filed Under: Newsroom

December 22, 2019 by seniorsfirst

Seniors First podcast launched on Talking Information Center.

Aging may bring wisdom, but it also creates new challenges and unanswered questions. 

How can I structure my retirement to avoid outliving my savings? How do I retrofit my home to accommodate aging? How do I evaluate in-home resources to provide the extra help I might need? How do I protect my legacy for the next generation?

Seniors First has launched a new radio show and podcast on Talking Information Center radio based in Marshfield, MA. 

George Downey, founder of Seniors First

Hosted by George Downey, the founder of Seniors First as well as CEO of Harbor Mortgage Solutions in Braintree, MA, the show will include a wide range of professional experts who serve the senior community. Included are Accountants, Estate and Elder Law Attorneys, Registered Investment Advisors, Financial Planners, Geriatric Care Managers, Home Modification Contractors, In-Home Care Providers, Insurance Professionals, and Mortgage and Real Estate Professionals. 

Upcoming podcast topics will be wide-ranging on timely and important senior topics, for example: 

  • Aging in Place – From Cash Flow to Home Modifications and More
  • In-Home Care – What You Need to Know and Avoid
  • Successfully Surviving Death and Divorce
  • Protecting and Managing Your Housing and Financial Wealth
  • About the Kids – What You Need and What They Really Want 
  • Planning Ahead – What to Do and How to Do It Right 
  • How To Avoid Outliving Your Savings 
  • Navigating Social Security and Medicare
  • Legacy Planning – Being the Author of your Life and End of Life Plan
  • Social Security – Making the Right Choice
  • Medicare – The Right Rx for You
  • Downsizing and Decluttering – Where do you start 

On a monthly basis, the Seniors First radio show and podcast bring you information that helps you improve your retirement. We welcome your comments and suggestions for future shows.

Tune in to the first show, the “12 Scams of Christmas”, now!

To listen, visit https://ticnetwork.org/programs/special-programming/

Filed Under: Newsroom

January 10, 2019 by seniorsfirst

Free seminars outline the “New Tax Law and How it Impacts your Retirement”

Do the new tax laws confuse or overwhelm you? Straightforward and direct answers will be provided at free seminars that help outline the new “Tax Law and How it Impacts your Retirement”.

The complimentary seminar will be held at Fairing Way, 25 Stonehaven Drive South Weymouth, MA 02190. Guests can choose from one of the following times – Tuesday, January 22, noon – 1:30 pm (lunch will be served); Tuesday, January 22, 5:00 pm – 6:30 pm (dinner will be served) and Wednesday, January 23, noon -1:30 pm (lunch will be served).

The discussion will be led by a panel of retirement experts who will address
new tax law changes, financial, legal, housing and other considerations
critical to retirement security and reducing longevity risks. Expert
panelists will include Paul Dion, CPA, a Certified Tax Coach; Doug Beck,
Tailwind Wealth Management; Attorney John O’Connor, O’Connor & O’Connor, LLC; Attorney Patrick Kelleher, Patrick J. Kelleher & Associates, PC; Chris Downey, Harbor Mortgage Solutions, a Housing Wealth Advocate; and moderator George Downey, Seniors First founder, providing seniors with trusted advice and resources. 

Fairing Way is a 55+ independent living retirement community located within the intergenerational community of Union Point, and is located at 25
Stonehaven Drive, South Weymouth, MA 02190. Information about opportunities to move to Fairing Way will also be presented at the seminar.

Although the seminars are free, seating is limited, and reservations are
required. Please RSVP for yourself and a guest by calling (781) 660-5021 or register online at https://www.fairingway.org/page/home

Filed Under: Newsroom

November 4, 2018 by seniorsfirst

Total Wealth

Maximizing Retirement Savings…

…requires a “Total Wealth” perspective. What is “Total Wealth?” It’s anything that can be converted into cash to fund your retirement expenses and dreams. Most of us think of savings accounts, mutual funds, annuities, and what’s in our wallets as our “liquid” wealth, but there are other assets — sometimes sizable — that can and should be included as we manage out total wealth strategy.

Individuals need to understand how to most appropriately structure their Total Wealth;

How can I structure my Total Wealth to provide during my retirement and avoid running out of savings, and address demands including:

  • Evaluating in-home care resources to provide for extra help I may need
  • Retrofitting my home to accommodate aging
  • Protecting my legacy for the next generation

Filed Under: Newsroom

November 4, 2018 by seniorsfirst

Income & Volatile Markets

Most of us avoid “rollercoasters” as we grow older…

…unfortunately, stock and bond markets don’t always abide by our wishes for smooth returns!

Seniors are facing an increasingly challenging investment climate:

Rates are rising and negatively impacting bond prices, yet at the same time yields remain historically low and difficult to live off of unless investing in either longer maturity bonds, or lower quality bonds — both come with not insignificant risks.

As the Federal Reserve continues to tighten monetary policy, equity markets are feeling the pressure, compounded by what appears to be at least a temporary plateauing of the equity market and its earnings cycle.

Implementing a Total Wealth Strategy can improve investment flexibility and withdrawal strategies.

Filed Under: Newsroom

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