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 www.napfa.org/SpringConference. Class: Some […]
Reverse Mortgages Can Be a Retiree’s Saving Grace.
As seen on FORBES.com 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 […]
Surviving Silver Divorce – Helping Both Parties to 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 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) —HUD’s revamped version of the […]
The FHA’s New Reverse Mortgage and Affording 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 […]
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 […]
The FHA’s New Reverse Mortgage Overview
Using Housing Wealth to Improve Financial Outcomes in Retirement
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 […]
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) […]
