There is a new, innovative non-profit organization called Villages NW that provides important services and resources for seniors who are living in their homes but may need help. Here to explain more about the Villages is Diana Zapata, Villages NW Board Member. The Villages NW are not a place that you can drive to. They are a concept to help senior adults stay and age in their homes.
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“I don’t know how I can ever thank you for the gift you have given to our family in recording my parents’ life stories…. it was so meaningful for me to listen to Dad talking to me in his own voice”
~ Real to Reel Client
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Listen to this interview for some timely End of Year Tax Deductions and strategies. Kim Dodge, Mortgage Consultant with Usher Financial Group interviews Dan O’Leary, Certified Public Accountant and Shareholder with Geffen Mesher. You may be able to make some last minute moves that can result in more tax deductions.
Whether you had a good year or a not-so-good year, the end of the year is a good time to make financial decisions that could equal savings when tax time rolls around in April.
My guest today, Michael Sheridan, is the Vice President and Senior Financial Adviser at The Newhouse Sheridan Group of Merrill Lynch in Portland. They focuse on helping executives like you understand the rules of equity compensation, assist you in developing strategies to maximize its value, and last but not least, closely coordinate with your CPA to minimize the resulting tax implications.
Contact Michael Sheridan of Merrill Lynch
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One of the greatest gifts you can give to your family members is for you to have a complete and current estate plan. Estate Planning Attorney, Katherine VanZanten with the Portland Law Firm Cable Huston will join me to discuss the important documents that make up your estate, what you should have in place and why.
Contact Estate Planning Attorney Katherine VanZanten
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Secure Mortgage Loan Rate with “SecureLock”. It is a program for borrowers who don’t what to buy a home right now, but intend to purchase one in the next 2-6 months. Andrew Usher, Mortgage Consultant with Usher Financial Group discusses how this option could be the right choice for some home buyers.
The “SecureLock” program offers rate protection in a rising-rate environment. “Our company, Usher Financial Group, has come up with some options for those folks who are not quite ready to buy at the moment,
“Part of our retirement goals is having the means and the time to enjoy some of life’s beautiful things and that includes fine art. Some of us are casual purchasers but some people are intentional collectors who buy art as an investment as well as a pleasure. Jeffrey Thomas Fine Art is engaged in the field of art advisory, collection building, valuations and representation. Joining me now is Jeffrey Thomas,
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Laurie Lum, Insurance Professional with Liberty Mutual is here to discuss the insurance side of owning a valuable piece of art or an art collection. A lot of people may think that their standard home insurance coverage is adequate, What are your strategies and tips for insuring fine art?
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Sometimes “Plan B” becomes “Plan A”. Guests Nick & Janet Vasilieff share how they have leveraged their real estate to help them continue to pursue their love of travel and adventure in Retirement.
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Author Nickolai Vasilieff shares his Retirement Story with Kim Dodge about writing his first novel. The book is the first in a three part series called: “Sammy and the San Juan Express ~ Seals the Deal”. Nick had a long career in international marketing and business development and now, in retirement, has written a book. What is involved in starting a new career as a novelist?”
Learn More about author Nickolai Vasilieff
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