Need More Retirement Cash Flow? I have 2 upcoming events where you can learn the latest on using your home wealth to live better. Event 1 – February 21 “7 Ways to Put Your Housing Wealth to Work for a Better Retirement” Coffee Talk Where: Retirement Funding Solutions 1000 Fourth Street Suite 875 San Rafael, […]
Financial Planning
Surviving Silver Divorce – Helping Both Parties Benefit from Homeownership
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 […]
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) […]
The FHA’s New Reverse Mortgage and Planning for Quality Care
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 […]
Increase Your Sales by Helping Boomers and Downsizers!
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 […]
Divorce is Destroying Retirement
The number of Americans that are divorcing during retirement is growing. Proper planning, along with knowledge and use of the FHA’s “Divorce in Retirement loan,” the Home Equity Conversion Mortgage (HECM), can contribute to a better quality of life during the divorcing couples remaining retirement years. What do you know about the FHA’s HECM for […]
You’re Invited: The FHA’s New Reverse Mortgage Overview and Q & A
The FHA’s new and improved reverse mortgage —the Home Equity Conversion Mortgage (HECM)— was recently touted by Forbes as the potential “Saving Grace for American Retirees“
Reverse Mortgages and Estate Planning
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, […]
Wondering How to Maximize Cash-flow in Retirement?
If you, a loved one, or a client are 62 or nearing retirement – this free informational community event is for you. Join us – and bring your retirement income questions – to learn what Jane Bryant Quinn and other academic researchers on retirement income strategies are saying about where home equity fits into a […]
Retirement Income and Planning for Quality Care
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 success. This class will teach you the Top Five Things to Consider when choosing how to maximize your retirement income, strategies for paying […]