RECENT BLOG POSTS
Wall Street Journal article, Sat. 2/5/11
from Sat/ 1/8/11 Wall Street Journal
I am conducting a survey to get Realtor's opinions on the SRES designation. Please answer the questions below. If you want to have your answers kept confidential, email the answers to me at my email address below. Thanks. SRES designees: When & where did you get your SRES? Who was the tea...
Baby boomers often find themselves caring for their aging parents while also supporting their children- a responsibility that is hitting the Sandwich Generation hard financially. A study conducted earlier this year by reverse mortgage retailer Generation Mortgage Company and polling firm Zogby I...
Not only my SRES Realtor clients, but also almost anybody that knows me and my business, know that what I "sell" to the masses is education and planning. The education takes several forms including my series of monthly seminars that I also record and post to my website, daily blogs, and eblasts ...
created by the Society of Certified Senior Advisors
Senior Advantage Real Estate Council has just launched a new consumer website to help clients and potential clients realize the benefits of using an SRES Realtor. It shows what an SRES Realtor is, why to use them, benefits, and consumer resources. All SRES Realtors should be familiar with this ...
Massive Make-a-Wish Phone Scam Stealing Millions from American Elderly A massive phone scam exploiting the good name of the Make-A-Wish Foundation has siphoned more than $20 million from unsuspecting Americans and has been escalating in recent months. Authorities say it is fast becoming one of...
This article is from the Oct. 2010 issue of Journal of Financial Planning and is written for financial planners, but the content mostly is what we learned in the SRES class about demographics and generations. Great article, but I think the most valuable part is the end section on The Challenge Qu...