Widowed But Not Alone Todd Bessey

As your circumstances change, so will your cost of living, and for homeowners age 62 or older, a reverse mortgage may be the tool you need to help you access a greater cash flow. In this episode, we are joined by Will Yoho, Sr. Loan Officer at University Bank and reverse mortgage expert. Will shares … Continue reading Reverse Mortgages 101 with Will Yoho (Ep. 14) →

Deciding to purchase a new home means you’ll need to understand how to finance it. Whether you are buying or selling a home, your financial planner and the right mortgage broker can help analyze your financing options. In this week’s episode, we are joined by Howard Fielder, Senior Mortgage Consultant at Wintrust Mortgage, to talk … Continue reading Buying a Home? Here’s How to Finance The Purchase (Ep. 13) →

Often one of the big decisions facing a widowed person is whether to move or stay in their current home.  Working with a financial planner and an experienced real estate advisor is the logical next step. In this episode, Dawn Bremer of Keller Williams Success Realty shares her expertise in helping widowed clients assess the … Continue reading Should I Stay or Should I Move? (Ep.12) →

An insurance specialist is one among a group of professionals a widow reaches out to for financial guidance after the passing of a spouse. Choosing an insurance specialist that takes all your insurance coverage needs into consideration during this time is critical. In this episode, Todd Bessey has David Albanese, an independent insurance agent with … Continue reading Protecting Yourself and Your Assets (Ep. 11) →

We are continuously waking up to conversations about conflict overseas, post-pandemic life, higher inflation, rising interest rates, and a declining stock market.  So, what actions should you take to protect your financial situation in uncertain times? In this episode, Todd Bessey is joined by Samantha Glaz of First Trust Portfolios to help address these issues. … Continue reading Best Ways to Handle Scary Financial Markets (Ep 10) →

Fraudsters are most successful when their victims are in a vulnerable state of mind, and losing a spouse can do that.  It’s hard enough to cope with the death of a spouse, but to have to worry about being scammed on top of that is just too much. Unfortunately, these scams are all too common … Continue reading Protecting Yourself from Financial Fraud (Ep 9) →