Using Housing Wealth to Create a More Comfortable Retirement

Join us at Left Bank Larkspur Brasserie to understand more about the FHA-insured Home Equity Conversion Mortgage (HECM)— the completely revamped version of the former reverse mortgage. How do I qualify for this flexible & deferred-repayment credit line? How much can I receive? How has the program evolved? Bring your questions, your neighbor, your advisor   […]

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Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages: The HECM for Purchase, and Related Income Tax Benefits

I’ll be presenting a class at NAPFA’s Spring Conference in Bellevue Washington May 16 – May 19th. Sessions at the conference will offer important updates on risk management, tax and retirement planning, practice management, technology, marketing and more. If you’re attending, let’s connect. You can register and see a full agenda at Class:  Some […]

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Reverse Mortgages Can Be a Retiree’s Saving Grace.

As seen on by Jamie Hopkins, Retirement Income Professor at The American College: “Reverse Mortgages Can Be A Retiree’s Saving Grace.” With 30 million+ members of the baby boomer generation moving into retirement….the FHA-insured Home Equity Conversion Mortgage (HECM) — the FHA-insured revamped version of the former reverse mortgage — supports strategies to help retirement-age […]

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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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