Finance 
While we don’t pretend to be experts we do know a few who have offered to give their advice, which we are happy to pass along here. Always be sure to engage your own trusted advisor to help you make decisions which are right for you!

Darren L Baker - Living Trusts
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Jeff Lazerson Explains Reverse Mortgages
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Prep Your Home For Sale - Leslie Eskildsen for Celebrating Act 2
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Jeff Lazerson: How Much To Put Down on a property.
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David Little, Financial Advisor at the OC Senior Summit
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Starting a Business After 50 - Important Things to Know!
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What To Do With Your 401K Before Retirement

What you do with your 401K before retirement is important and you have a few options. CPA Bret McMillan answered ...
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Difference Between Pensions – 401K, IRA, etc.

Pension holders need to understand how their retirement plan differs from a 401K, IRA or other. Pensions offer advantages and ...
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Best Age To Take Social Security

Should You draw on SS early at 62 or wait until 66 or get more $$ waiting until 70? CPA ...
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Roth IRA Is A Powerful Retirement Tool

A little-understood but powerful retirement tool–the Roth IRA– is explained by CPA Bret McMillan on behalf of Celebrating Act 2 ...
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Starting a business after 50 – Important things to know

Over 50 and starting a business? While new business entrepreneurs over 50 have some unique advantages they also have some ...
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Selling Your Home After Age 50: Update or Remodel? – Leslie Eskildsen for Celebrating Act 2™

There are a few important question you need to ask yourself when selling your home. Noted Southern California Realtor, Leslie ...
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Faster Home Sale – Leslie Eskildsen for Celebrating Act 2™

If you’re over 50 and want to sell your home after being in it for a long time, you will ...
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Buy & Sell your home with NO STRESS – Leslie Eskildsen for Celebrating Act 2™

When you’re over 50, the stress of both selling your home and trying to buy your next home at almost ...
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CA Home TAX Basis for Seniors – Leslie Eskildsen for Celebrating Act 2™

One thing that hurts Seniors on a fixed income is TAXES- especially property taxes! Some states may soon be following ...
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Prep Your Home For Sale – Leslie Eskildsen for Celebrating Act 2™

If you’re over 50 you may not have sold a home within a few years and could use some expert ...
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Jeff Lazerson – Mortgage Expert

Jeff Lazerson, President of Mortgage Grader, is a recognized expert on all things relating to mortgages and is especially well ...
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Jeff Lazerson Shares Advice on Buying or Selling properties.

Jeff Lazerson, President of Mortgage Grader, shares his experience on what to do when buying or selling properties, especially for ...
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Jeff Lazerson: How Much To Put Down on a property.

Jeff Lazerson, President of Mortgage Grader, shares his expertise on how much to put down when buying a property, especially ...
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Jeff Lazerson on Keeping Your House

Jeff Lazerson, President of Mortgage Grader, shares his thoughts to help you decide whether to keep your house, especially for ...
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Jeff Lazerson Explains Reverse Mortgages

Jeff Lazerson, President of Mortgage Grader, explains the pros and cons of reverse mortgages and other options for people planning ...
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Darren L Baker – Living Trusts

To the layperson, living trusts, wills, and health care directives are obscure and confusing topics.  A California attorney who specializes ...
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The Mayor of Financial Advisors

Jerry Slusiewicz’s day job is being a prominent financial advisor to people of all ages with a special affinity for ...
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10 Retirement Resolutions for Retirees

Article by US News Staff writer Emily Brandon. Click on her byline after you read this article for more, timely ...
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David Little, Financial Advisor To Seniors

David Little, CFP discusses special consideration seniors need to make sure their retirement years are funded with safe and secure ...
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