All tagged retirement

Move or Improve? with Lifestyle Transition Specialist and Certified Senior Advisor Debbie Miller

Debbie Miller is a Lifestyle Transition Specialist and Certified Senior Advisor with over 20 years' experience working with Buyers and Sellers over 55. She guides her clients through the maze of deciding whether or move or Age in Place in their current home.

She deftly handles the emotional and logistical issues of selling the family home when Adult Children or their parents are faced with the task of cleaning out the residence and selling it. Her clients include Adult Children, Empty Nesters, Active Adults, "Suddenly Single" (widowed or divorced), downsizing seniors, and Executors for the sale of Trust and Estate property. Using her extensive experience working with hoarders, she provides support and solutions for families dealing with these challenging situations. She is an Aging in Place consultant and provides inter-generational housing solutions.

According to Pew Research Center, 10,000 Baby boomers turn 65 every day for the next 10 years. They are faced with a myriad of decisions regarding, work retirement, finances, family and more. Many say they want to "Age-in-Place' but they don't know where or how to begin. Best Selling book Move or Improve? The Baby Boomer' Guide To Housing Options and How to Choose What's Right for You discusses their options and provides questions for them to ask in deciding which path to take

Debbie Miller podcast: Move-or-Improve Debbie Miller Podcast, where she talks to experts on topics from her book.

Investing Smart with Laura McCue, Registered Investment Advisor

Laura McCue is CEO and President of White Oak Financial Management, Inc., a Registered Investment Advisor.  She is passionate about her work in making a positive difference in the lives of her clients.  While Laura uses technical charting strategies seeking to reduce risk and improve performance, her focus remains on the continued progress towards her clients’ personal long-term goals.  She encourages people to live the life they dream about by aligning their financial choices with their core values.

For the past twelve years she has been actively involved with Americans for Fair Taxation serving as the NC State Director and the volunteer District Director for NC- 11.  She has also served as the national fundraising co-chair of Americans for FairTaxation.  Laura was instantly hooked on the FairTax idea upon reading Neal Boortz’s first book, The FairTax, and set out to find out how she could help make it happen. &