Buy Your Dream Home, Preserve Your Cash And Make No Monthly Mortgage Payment

Right-sized Home Buyers

Tom And Sarah Are Right-sizing Boomers Increase your Purchasing Power and buy the house you really want- with fewer financial worries and limitations. Designed specifically for home buyers who are age 62 and older, our H4P program can help you buy the right-sized home for you, while preserving your savings. Realtor Resources Learn more in […]

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Housing Wealth To Improve Financial Outcomes

Reverse Mortgage Specialist In Corte Madera

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement – Corte Madera Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: Wednesday, March 28, 2018 Time: 10:00 a.m. – 11:30 a.m. Location: Town Center Corte […]

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Improve Financial Outcomes In Retirement

Improve Financial Outcomes In Retirement

Lunch-N-Learn: Using Housing Wealth To Improve Financial Outcomes In Retirement Presented by Mary Jo Lafaye, HECM Reverse Mortgage Specialist Learn a little known strategy to buy your dream retirement home with no monthly mortgage payments. Event Info Date: March 27, 2018 Time: 11:00 am – 12:30 pm ET Location: Peninsula Family YMCA 1877 S. Grant […]

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How Much Can I Spend In Retirement?

Retirement Income Planning or Seniors

A Webinar Presentation by Dr. Wade Pfau, Ph.D., CFA This webinar session will focus on the probability-based school of thought regarding retirement income. Developed by financial planners since the 1990s, the concept of safe withdrawal rates, specifically the 4% Rule, which was developed from William Bengen’s analysis of the U.S. historical data, will be discussed. […]

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Who Is Jay Coulter?

Jay Coulter Retirement Planning Podcast

Podcast & FREE Book! Listen to this podcast and win a free book: https://www.jaycoulter.com/single-post/pfau Retirement Income Planning Guru, Dr. Wade Pfau and Jay Coulter discuss managing sequence of returns risk in retirement planning. Win a free copy of Dr. Pfau’s book, “A Researcher’s Guide to Reverse Mortgages; How to Use Reverse Mortgages to Secure Your […]

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Using Housing Asset Division in “Silver Divorce”

How Reverse Mortgages Can Simplify Divorce For Seniors

3 Scenarios Show How Reverse Mortgages Can Simplify Divorce For Seniors Since 1990, the divorce rate for Americans over the age of 50 has doubled. Reverse mortgages (a.k.a. Home Equity Conversion Mortgages (HECMs)) can play a very important role in meeting the economic concerns of retirement-aged couples who are divorcing, both to facilitate the division […]

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Demystifying the Reverse Mortgage – Ways a Reverse Mortgage Can Help

Five Ways a Reverse Mortgage Can Be a Game Changer for Seniors, Adult Children, Financial Advisors and Realtors. Many people aren’t aware of everything a reverse mortgage can do – and some have heard negative connotations. But reverse mortgages have evolved over the years and can be a lifesaver for a variety of financial challenges. […]

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Late-Life Divorce and Reverse Mortgage

A Reverse Mortgage May be a Financial Solution for a Late-Life Divorce. Late-life divorces, also known as “Silver Divorces,” pose unique financial challenges that can be successfully navigated when the right tools are used. Reverse mortgages may be especially beneficial for homeowners, 62 years or older, who are getting divorced.  If you are going through […]

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Surviving Silver Divorce – Helping Both Parties Benefit from Homeownership

Reverse Mortgage for Gray Divorce

Divorce among those 65 years and better is rising faster than other age groups at a time when the financial impact can be most difficult from which to recover. There is a silver lining though. For homeowners age 62 and better, the FHA-insured Home Equity Conversion Mortgage (HECM) — HUD’s revamped version of the former […]

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Downsizing to Boost Retirement Income

Downsizing to Increase Retirement Income. A growing number of retirees are reaching retirement still owing monthly mortgage payment, and with lower than expected retirement savings, concerned their resources may not survive a 30-year retirement. What many of these Boomers and Seniors do not know is how to use an FHA-insured Home Equity Conversion Mortgage (HECM) […]

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