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Boomerang Kids Don’t Derail Their Parents

A popularized image of parents who struggle when adult children move back home is not shaping up as an accurate picture of the arrangements. Unemployment, divorce, college graduation – adult children in their 20s and 30s move back into a parent’s home for many reasons. And the parents can have all sorts of reactions, good […]

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Culture And Hybrid Work &Raquo;

Culture and Hybrid Work

A hybrid work model is an arrangement where employees are allowed to split their time between working from a physical office space, home, or a remote location.  The topic of culture and hybrid work has come into focus with this type of work arrangement. Culture is about the personality of a business, organization, or company.  […]

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Zelle Scams… &Raquo; Zelle Scam Alert 1024X536 1

Zelle Scams…

Many of you know my primary income is from rental real estate, both commercial and residential. And I love to use Zelle because we often pay vendors and have checks lost in the mail never to be heard from again. If you use Zelle, whether it is to rent property, sell an item, or buy […]

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Can Baby Boomers Afford To Retire? &Raquo; Q Encodingutf8Asin194564009Xformat Sl110 Idasinimagemarketplaceusserviceversion20070822Ws1Taghybridboomer 20Languageen Us

Can Baby Boomers Afford to Retire?

Individuals born between 1946 and 1964 are approaching the end of their working years.  The question at the top of the minds of this generation is can baby boomers afford to retire?  This is a valid question, as many baby boomers have faced financial challenges throughout their lives.  There are several financial considerations that boomers […]

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Middle Class Gets the Most from Medicare

This is a fact of retirement life: older Americans haven’t paid as much into Medicare and Medicaid as government spends on their healthcare and nursing home stays. But it is middle-class retirees who get the most out of the system, according to a new study. Middle-income households receive about $230,000 to $260,000 more in Medicare […]

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What to Know: Financial Planning for a Divorce

For many couples, no amount of therapy, date nights, chocolate or flowers is enough to keep their marriage going. When divorce becomes the only option, it’s important to start planning because the process is often emotional. That’s especially true when it comes to handling the financial aspects of divorce. You can get caught up in […]

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Investment Advice Warning Signs &Raquo; Investment Advice Warning Signs 1024X536 1

Investment Advice Warning Signs

Long-term wealth strategies, like I have, require that you be educated, know your investment parameters, have some money rules, and be cautious. Please do not make investment decisions based on TikTok or Instagram posts. Hopefully, you have been around the block enough times to know what works and what doesn’t work and you no longer […]

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Generations In The Workplace

The concept of generations in the workplace involves the different age groups that make up the workforce at any given time.  Each generation has its own unique characteristics, values, and attitudes towards work and management.  As the workforce continues to evolve and change, Hybrid Boomers need to understand and respect the different perspectives and contributions […]

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Breaking Down The Future – Your Retirement Roadmap

How I Got Started I started out going to college and learning that I was extremely interested in working with numbers. After graduating, I decided I wanted to pursue becoming a CPA. After I finished up my Master’s, it was around 2008 and as many are aware, the market crash happened, so I ended up […]

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