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What not to do when leaving a home to an heir - The Washington Post , Feb. 22, 2020
By Ilyce Glink and Samuel J. Tamkin Feb. 19, 2020 at 6:00 a.m. EST Q: I just read your column giving suggestions to an elderly mother who wanted to make sure her daughter received her home at death without probate. I’m a retired attorney, and I don’t know how many times I was asked the same question by clients over the years. There’s one thing that you didn’…
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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 home loan. Our conve…
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Categories: Articles in the Media
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…
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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 adv…
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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 last…
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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
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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
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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 to help…
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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…
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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
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