Ken has worked with Reverse Mortgages for over a decade and specializes in helping senior/retirees utilize home equity for income or strategic wealth strategies. He discusses the different types of Reverse Mortgages and the qualifications to apply.
Interview of Jessica Scott of Brown Advisory on Generational Wealth and how she and Brown work with their clients. It was great to chat with Jessica and share her story and some of the unique challenges and goals she faces with her Financial Planning clients at Brown.
Dom is a long time friend and a successful real estate professional. He owns DNA Realty and gives us some insight into the prices we are seeing in the Real Estate Market in the Triangle. Time To Buy, Time To Sell, Right Size???
Tina Perkins is a CPA in Mississippi who is extremely good at helping business clients who get a letter from the IRS.
Chris is a great personality and has a sense purpose that he brings to his work. I’m happy to know him and hope you get to know him as well.