Laurie Bonser

Transforming financial awareness, empowerment, and action

Five Facts About Reverse Mortgages

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Jul 09, 2015

 For many seniors, their home is their largest asset and is the one place they wish to remain for their best quality of life and peace of mind.  However, more people are entering retirement with a mortgage or equity loan still remaining on that home – and cash flow can get pretty tight when relying on social security, a modest pension, or decreasing investment accounts.  If medical bills have to be juggled or home improvements need to be made too, then it often seems the only recourse is to reluctantly sell that home and move in with family or into a rental environment.

Reverse Mortgage

Reverse mortgages are one of many planning tools, and while they may not be appropriate for some people they can be a great solution for others when used correctly. Here are some benefits to consider:

Laurie as Guest on Janet Tyler Johnson’s ‘Corporate Hostage No More!’ Podcast

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CHNM 071: Kindred Spirit and CFP® Laurie Bonser Shares Her Wisdom

Laurie's 'Must Read' Books on #FinancialStewardshipThis week my special guest is Laurie Bonser. Laurie is a Certified Financial Planner® professional, a CPA, Reiki Master practitioner, shaman, teacher and coach. As you can see, Laurie and I are kindred spirits, both having extensive financial and metaphysical backgrounds and blending those two things in our work to serve clients at a very deep level.

Laurie is also one of our Experts on the Corporate Hostage, No More! membership site, http://www.corporatehostagenomore.org.  After listening to this podcast I’m sure you’ll see why.

I think you’re really enjoy our exploration of ways that both corporate hostages and business owners can thrive on their terms.

Listen in and learn from Laurie’s deep and caring wisdom. And if you like what you hear, share it with your friends.

 

How NOT to Fund College Education

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Acceptance Letter - fund college

April 21, 2015    The good news: Your child got their college acceptance letter. The bad news: Your child got their college acceptance letter. You may have been saving and planning this for years and may be prepared for the financial challenge of funding their college education OR you may not be as prepared. So, how do NOT fund their education?

Make Financial Planning Work for You

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Financial Planning that works for you

March 22, 2015   Most people put off thinking about financial planning because of misconceptions about what the process involves or whom it can benefit. As part of its public education efforts, the Certified Financial Planner Board of Standards (CFP Board) surveyed CFP™ professionals about mistakes people make when approaching financial planning. The survey showed the public’s most frequent mistakes included:

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