Author Archives: Saket Sengar

Life Planning Seminar (April 17th, Thursday) – Federal Way

Date: April 17th (Thursday) Time: 6:30 pm – 8:30 pm Venue: Aging Options Campus Address: 31919 6th Ave South, Federal Way WA 98003.Continue Reading

Life Planning Seminar (April 19th, Saturday) – Issaquah

Date: April 19th (Saturday) Time: 1:30 pm – 3:30 pm Venue: Hilton Garden Inn Hotel Address: 1800 NW Gilman Blvd, Issaquah WA 98027.Continue Reading

Life Planning Seminar (April 24th, Thursday) – Edmonds

Date: April 24th (Thursday) Time: 6:30 pm – 8:30 pm Venue: Edmonds Conference Center Address: 201 4th Ave N, Edmonds WA 98020.Continue Reading

Life Planning Seminar (April 26, Saturday) – Olympia

Date: April 26th (Saturday) Time: 1:30 pm – 3:30 pm Venue: Governor Hotel Address: 621 Capitol Way South, Olympia WA 98501.Continue Reading

Client Appreciation Event ( Tuesday, April 29th, 2014) – Federal Way

Date: April 29th (Tuesday) Topic & Speaker: Health with Dr. Jerry N. Mixon. Time: 6:30 pm – 8:30 pm Venue: Aging Options Campus Address: 31919 6th Ave South, Federal Way WA 98003.Continue Reading

White Paper on the Reverse Mortgage or Home Equity Conversion Mortgage (HECM)

By Richard L. Harter CPM,CSM, CRES Retirement and Financial Analyst With 70,000 baby boomers per month entering their 60’s, the lenders for Reverse Mortgages (Home Equity Conversion Mortgage (HECM)) are cranking up their advertising.  The Reverse Mortgage and Bi-weekly Mortgages are advertised with certain benefits that sound very attractive.  The primary purpose of these twoContinue ReadingContinue Reading

Financial Industry Regulator Issues Warning on Senior Designations

Thousands of financial advisors market themselves as trained to provide investment advice to seniors, using authoritative-sounding titles like “certified senior advisor” or “certified retirement counselor.”  But often these designations are nothing more than what are called “weekend” designations, obtained by attending a hotel seminar, and some don’t even require a high school or college diploma.Continue Reading

Low Interest Rates Force Long-Term Care Insurance Prices Up

Prices for long-term care insurance policies jumped between 6 and 17 percent in the past year, according to an industry survey.     A 55-year-old couple purchasing long-term care insurance protection can expect to pay $2,700 a year (combined) for about $340,000 of current benefits, according to the 2012 Long-Term Care Insurance Price Index, an annualContinue Reading

Taking Good Care of Your Eyes

You should see your eye doctor regularly to help avoid or minimize vision problems. Common eye problems include blurred vision, halos, blind spots and floaters. Blurred vision refers to the loss of sharpness of vision and the inability to see small details. Blind spots, called scotomas, are dark “holes” in the visual field in whichContinue Reading

Claiming a Parent As a Dependent

If you are caring for your mother or father, you may be able to claim your parent as a dependent on your income taxes. This would allow you to get an exemption ($3700 in 2011) for him or her. There are five tests to determine whether you can claim a parent as a dependent: TheContinue Reading