» Articles in the Media

What to know before refinancing your home loan - The Washington Post, September 21, 2019

By Kathy Orton  Reporter/editor   Mortgage rates have hovered near three-year lows recently, leading many homeowners to wonder if now is the time to refinance. I asked Craig Strent, CEO and co-founder of Rockville-based Apex Home Loans, one of Washington’s largest independent mortgage banking firms, what they should keep in mind before refinancing their hom… Read More
Read More

Why many older home buyers are ‘smart sizing’ rather than downsizing - The Washington Post, September 21, 2009

By Michele Lerner • Photos by J. Lawler Duggan Robin and Stefanie Wohnsigl, a couple who recently moved to the Four Seasons at Kent Island active-adult community in Chester, Md., have been on a four-year journey to find the right place for their retirement. “We sold our big house in Great Falls four years ago and downsized to an apartment in Reston,” says Robin Wohns… Read More
Read More

What you — and your loved ones — need to know when facing death; The Washington Post, July 20, 2019

Erin Blakemore writes: Have you ever wondered how your life will end? Or how you, and your loved ones, will cope with those days and hours as death approaches?  If such ponderings provoke panic, you’re not alone. It’s normal to fear death, especially in a society that doesn’t relish conversations about the end of life. Over the centuries, public health and medical… Read More
Read More

When Private Fights Over Millions Become Public (Things Get Ugly) - The New York Times, February 8, 2019

Paul Sullivan writes:  There are private family squabbles, and then there are family squabbles that splash into public view, shining a spotlight on a bitter dispute. Take the case of Belinda Neumann-Donnelly, who sued her father, Hubert Neumann, claiming he drove down the price of Jean-Michel Basquiat’s “Flesh and Spirit,” which sold for $30.7 million at auction la… Read More
Read More

We Went to a Steak Dinner Annuity Pitch. The Salesman Wasn’t Pleased. - The New York Times, November 30, 2018

By Ron Lieber LOS ANGELES — The pitch arrived in my aunt’s mailbox, just after her 80th birthday and in the wake of a few frightening weeks for retirement investors. “Tired of the stock market roller coaster ride? Want to protect your principal and lock in interest earnings?” the invitation read. READ MORE Read More
Read More

More Pet Insurance Policies Are Being Sold. But Are They Worth the Cost? - The New York Times, January 4, 2019

Ann Carrns writes, Americans are increasingly treating their pets as members of the family, feeding them gourmet food, paying for day care and throwing them birthday parties. Family sleepwear sets sold on PajamaGram.com even include matching jammies for the dog.  Read More Read More
Read More

How to get your financial house in order before you die - The Washington Post, September 4, 2018

  Columnist, Michelle Singletary shares the lessons she learned after her mother died from injuries sustained in a house fire. When you’ve helped with as many funerals as I have, you understand how important it is for folks to organize their financial paperwork before it’s too late. Maybe my story will help motivate you to gather your important documents t… Read More
Read More

Helping Women Over 50 Face Their Financial Fears - The New York Times, September 3, 2017

Ronni Ginott was at a New Year’s Day party in 2003 when her husband, David, had a heart attack and died on the spot, at 58. In an instant, Ms. Ginott, then 55, became not only a single mother of two daughters, but also the owner of E.M. Winston Company, her husband’s musical-instrument rental company. She knew nothing about the business, and her husband had no successi… Read More
Read More

Free Tickets. Money. College Savings Plans Try to Stir Up Interest. The New York Times - May 26, 2018

Prizes! Drawings! Free tickets! A promotion for a carnival, or a used car blowout sale? Nope. It’s the sponsors of 529 college savings plans running contests in hopes of driving up participation. READ MORE Read More
Read More

Single? No Kids? Don’t Fret: How to Plan Care in Your Later Years - The New York Times, March 23, 2018

Sarah Peveler lacks a support system that many older people count on: their adult children. Read more Read More
Read More