Blog :: 01-2015

For Those of Us of a Certain Age

I have worked with many people through big life changes--buying a first home, selling that one and buying the next, sometimes numerous big moves.

Lately I've been getting a lot of calls to talk about the next phases of life. And I've been thinking about it myself.

  • How will I live my later years? Where do I want to end up? How many more times will I move?
  • Can I stay in this house for the rest of my life? Will I need to be on one floor? Will I need to downsize?
  • How much is my house worth now? How much money will I have going into the future? How much money will I need?
  • Will I be doing it alone? Where is my community now and where will it be in 10, 20, 30 years? Will I have housemates in my later years the way I did when I was younger?
  • How do I plan to retire someplace warmer, even part time?
  • How are other people going about this?

I'm planning to get some people together to dream up our next stages.  We can brainstorm, share stories, ideas, and plans, maybe find like-minded people. I could invite some tax, financial and legal professionals.

Is this something that interests you? Are there other topics you would like covered?

Call or email me if you want to be part of this conversation.

Best wishes,



    1. Foster on

      Oh Jessica, This is a beautiful turtibe to Ricky I know how proud he must be of you and the woman you have become.Thank you for doing such a beautiful job sharing these precious memories.Luv you BIG!!!

      Short Sale in 2014? No "Debt Forgiveness" Tax Worries

      In  general, tax law identifies the difference between what a borrower owes and what a borrower actually pays to the bank in a foreclosure or short sale as taxable income. This can be a nightmare for already cash-strapped sellers. There is good news, though.

      As a result of recently passed legislation, sellers won't pay tax on any mortgage debt forgiven or cancelled by a lender in a short sale, foreclosure or loan modification in 2014.





        1. No comments. Be the first to comment.