Money Management

Scams! – Podcast #14

March 11, 2021

On this episode of Change AGEnts, host Lisa Dunn picks apart the latest scams regarding home mortgages, title policies, and other ways scammers want to get between you and your money! Listen in to discover what you need for your real estate transaction and to uncover who is trying to sell you what you don’t…

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Financial Transitions with Maura Albrecht – Podcast #5

August 13, 2020

As people age, their perceptions of financial health and comfortability change. Where you used to think savings, now you think spending but in a way that allows for financial longevity. In this episode, Host Lisa Dunn and Producer Marshall Saunders discuss important elements of financial transitions with Maura Albrecht, President of Financial Wellness for You.…

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Reverse Mortgage Professional

Introduction to Reverse Mortgages – Video

March 7, 2018

Where do you see yourself in 5 years? A cute apartment in a senior housing community with a pool? A fancy newly built one level townhome? A trendy hip condominium downtown? Once you know the kind of lifestyle you want, you’ll be able to determine if it makes sense to own or rent.  If you…

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Tax Law

What the New Tax Law Means for You

February 1, 2018

There’s been a lot of hub-bub in the news about the new tax law. Until now I’ve just glazed over when I heard it talked about because I didn’t understand what it meant for me, my clients, or for our local real estate market. Until now!    Capital Gains First, the tax law does not make any…

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Will I Be Taxed on Capital Gains? -video

May 5, 2017

Hello! I’m Lisa Dunn with RE/MAX Results The Change AGEnts Group live from my mobile office (my car)!  Here we are at the beginning of 2016 and many of the questions we get this time of year are about capital gains tax.  For example: “I sold a home last year, what will that mean for…

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5 Steps to Getting a Reverse Mortgage

March 13, 2011

People often think that applying for a reverse mortgage is complicated, but it’s really a simple and straightforward process. Here are the five steps you’ll need to follow to take advantage of this financial program for seniors: Becoming informed: Learning about reverse mortgage options until one is comfortably ready to take advantage of such a…

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