Subscribe

Richard J. Koreto

Displaying 7 results

Topic

Miami offers pitfalls and possibilities

Few cities took a harder hit in the recession than Miami, and the city's all-important real estate sector may never recover

Topic

Boston’s knowledge economy a plus

In 2008, BusinessWeek magazine noted that Boston was one of the U.S. cities best equipped to ride out the recession, thanks to a near-perfect mix of industries that are not only stable but complementary

Topic

New credential focuses on families with special needs children

The Massachusetts Mutual Life Insurance Co. and the American College have created the chartered special needs consultant designation…

Topic

Refinance roulette can send clients spinning out of control

Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point

Topic

Gauging clients’ need for insurance beyond the house and car

Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that

Topic

Special handling needed to protect the homestead

Family homes, because of their great value and emotional ties, are a challenge in estate planning and require special handling

Topic

Help clients take care of their credit scores

In the past, when real estate kept rising, consumers were able to use their homes as de facto piggy banks — despite warnings to the contrary