News: Financial Digest

Whalen joins Direct Finance Corp. as senior reverse mortgage advisor

Peggy Whalen, CSA, has joined Direct Finance Corp. as a senior reverse mortgage advisor. Whalen is a certified senior advisor, and has more than 10 years of experience in the reverse mortgage industry. Prior to joining Direct Finance Corp. Whalen was a reverse mortgage loan officer with Rockland Trust Company and First Horizon Home Loans, and formerly served as a certified reverse mortgage counselor with the Plymouth Redevelopment Authority. Direct Finance Corp. is a licensed mortgage broker and reverse mortgage broker in Massachusetts, Rhode Island, and New Hampshire. Alain Valles founded the company in 1997 with the mission of improving the quality of life through responsible financing. The company is headquartered in Norwell.
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.