The FHA’s New Reverse Mortgage Overview and Q&A

The FHA-insured Home Equity Conversion Mortgage (HECM) is fast becoming one of the hottest topics in Retirement Income Planning.  This completely revamped version of the former reverse mortgage was recently touted by FORBES as “The Potential Saving Grace for American Retirees” – Prof. Jamie Hopkins, Professor of Retirement Income at the American College. Join Us […]

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Using Housing Wealth to Improve Financial Outcomes in Retirement

Tax Deductions and Reverse Mortgages

Trusted Advisors, Realtors, Boomers, Seniors, and their adult children are INVITED to Learn a Little-Known Strategy to Help Retiring/Retired Homeowners Downsize, Right-size, or establish a growing line of credit to age in place and Improve Financial Outcomes in Retirement.   With 10,000 Americans turning 65 each day, homeowners over age 62 are looking for ways to decrease or […]

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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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The FHA’s New Reverse Mortgage and Planning for Quality Care

San Rafael Cashflow Retirement

Learn what Jane Bryant Quinn says about where home equity fits into a thoughtful 30-year retirement plan. With 10,000 Americans turning 65 each day, understanding current retirement planning strategies is crucial to prepare for success. This class with teach you the Top Five Things to consider when choosing how to maximize your retirement income, strategies […]

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Increase Your Sales by Helping Boomers and Downsizers!

Reverse Mortgages in Gray Divorce

REALTORS® looking to Increase Their Sales are INVITED to Learn a Little Known Strategy to Help Senior Homeowners Downsize to Increase Retirement Income Security. Tap into the fastest growing segment of our population (10,000 Americans are turning 65 each day). Join us to learn the Ins & Outs of building your business with the local […]

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Reverse Mortgages and Estate Planning

San Rafael Realtors

Learn what Jane Bryant Quinn and other retirement income researchers say about where home equity fits into a thoughtful 30-year retirement plan. This class will teach you the Top 5 Things to Consider when choosing how to maximize your retirement income stream, strategies for paying for quality care, protecting your retirement savings during market downturns, […]

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Reverse Mortgages With A Twist

As retirement nears, many older couples consider refinancing their mortgage on their current home. But there may be better financial options. One is the equity conversion mortgage (HECM) for purchase, a type of reverse mortgage. It could allow you to downsize your current home, buy a new one, and eliminate monthly mortgage payments. Read more about the […]

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