Are you turning sixty-five and wondering about Medicare? Would you like to understand Medicare Part A & B as well as the difference between Medicare supplements and Advantage plans? What are your choices if you are working and have a group plan? Learn when you can enroll and where you can make some comparisons so you can select the right option for you

We will review the process of buying a home from A-Z and discuss unique funding that is only available to YOU- a first-time buyer. With one program, it is possible to buy a home for as little as $1000 of your own funds. You are generally a first-time buyer if you have not owned a home in the past 3 years.

Aging often involves transitioning to different housing. The process involves coordinating financial and physical health considerations and frequently downsizing a home. We review these aspects so you can plan. Housing discussed- buying & renting-subsidized and elderly waivers, market-rate apartments, 55+, CCRC, independent/assisted living age in place, memory care, cooperatives, condo/townhouses. Explore alternatives to just single-family living. Come with your questions to decide what will work best for you and what are your next steps?