Category: Financial Planning

Kim Dodge

Reverse Mortgage and Reverse Mortgage Line of Credit

Posted on: January 4th, 2016 By: Kim Dodge

 Financial Planning Reverse Mortgages

A Reverse Mortgage and Reverse Mortgage Line of Credit can be used as a financial tool. Kim Dodge explains how freeing up a monthly mortgage payment can add quality of life during retirement. Kim is a licensed Mortgage Consultant for Usher Financial Group. 
“One of the greatest challenges facing retirees today is generating enough income for everyday living expenses.” Says Kim.  
Did you know that 41% of Americans age 55 to 64 have no retirement savings.

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Julie Ouellette on the Retirement Ready Real Estate & Finance Show

NW Senior Resources

Posted on: January 4th, 2016 By: Kim Dodge

 Financial Planning Services for Seniors

If you need to find an appropriate place for a loved one to live then you will want to listen to this interview. NW Senior Resources can help make sense of all the decisions that need to be made. And there are many! Kim Dodge with Usher Financial Group speaks with Julie Ouellette, owner of NW Senior Resources.  Julie describes how it can be a very overwhelming experience for many people.

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Meredith Williamson on the Retirement Ready Real Estate & Finance show

Conservatorship, Guardianship and Power of Attorney for Elders

Posted on: January 4th, 2016 By: Kim Dodge

 Financial Planning Legal Information Mortgage

Conservatorship, Guardianship and Power of Attorney for Elders.  These are heavy and important legal tasks and often are overwhelming. In this interview Kim Dodge speaks with Meredith Williamson, Elder Law Attorney with Pixton Law Group.  Having an attorney that understands this area of law along with a caring approach is paramount.  Meredith comments that: “Half of my clients come in to pre-plan and to see what’s ahead.  The other half of my clients are in a crisis mode;

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End of Year Tax Deductions

Posted on: December 22nd, 2015 By: Kim Dodge

 Financial Planning

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.

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Understanding Equity Compensation

Posted on: December 22nd, 2015 By: Kim Dodge

 Financial Planning

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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Orgainize Legal & Financial Documents

Posted on: December 22nd, 2015 By: Kim Dodge

 Financial Planning Legal Information Real Estate Uncategorized

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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Reverse Mortgage Helps Pay Medical Costs

Posted on: December 5th, 2015 By: Kim Dodge

 Financial Planning Reverse Mortgages

Reverse Mortgage helps pay medical costs for homeowners 62 and older. Kim welcomes Des Lenz, Director, at American Pacific Reverse Mortgage Corporation. Kim and Des discuss options on how to use the equity in your home to help pay for medical expenses.  An illness or accident could be catastrophic for an older member of your family.  Kim and Des share real life stories from their clients and how they used a Reverse Mortgage to help.

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Life Insurance Settlements

Posted on: November 28th, 2015 By: Kim Dodge

 Financial Planning Insurance

This podcast is approved by the appropriate regulatory authorities in 49 out of 50 states. The information in this podcast is NOT approved in West Virginia. The information contained in this podcast is not available to the citizens of West Virginia.

Many seniors may have a financial asset in the form of life insurance policies. Karl Kloster with GWG Life has some astounding statistics on how many life insurance policies lapse,

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Property Tax Appeal Expertise!

Posted on: November 14th, 2015 By: Kim Dodge

 Financial Planning Real Estate

Here’s a stunning figure for you: it is estimated, that 70% of property taxes, nation-wide, are wrongly assessed.   In the Portland metropolitan area there are over 560,000 tax accounts, paying in excess of over $3 billion annually in property taxes.   Yet, less than 1% of taxpayers in the Portland area challenge the assessor’s value.  Could YOU be paying too much?  With me now is Steve Anderson, Principal Broker with First Class Properties whose experienced staff has handled thousands of property tax appeals in Oregon.

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Multi-Generational Money Management

Posted on: October 3rd, 2015 By: Kim Dodge

 Financial Planning

Part 1

“My next guest has been frequently recognized as one of the nation’s top wealth managers by leading industry publications. Among them, Barron’s magazine has named Judith McGee to its list of Top 1,000 Wealth Advisors in the U.S. every year since 2009 and has ranked her as one of Oregon’s top ten. Please welcome Judith McGee, CEO and Chair of McGee Wealth Management located right here in Portland .”

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