Using Housing Wealth to Improve Financial Outcomes in Retirement – a luncheon at Left Bank Brasserie

Join us to hear what retirement income gurus, Michael Kitces, Barry Sacks, Wade Pfau and others say about how and when to employ this unique and flexible retirement planning tool. Sequence of Returns Replacing a Conventional Mortgage to Improve Cash-Flow Downsizing to Increase Income-Producing Assets Silver Divorce: Both parties remain homeowners with NO mortgage payments due Bring […]

Continue reading


May 24th HECM for Purchase Free Realtor Certification Course

Your invited to be a part of Retirement Funding Solutions’ Free Realtor Certification Course to learn how to use the FHA-insured Home Equity Conversion Mortgage (the revamped former reverse mortgage) (HECM) for Purchase Training Webinar on Wednesday, May 24th from 11 AM – 1 PM. To Register, go to https://register.gotowebinar.com/register/4009771953593777155 and indicate Mary Jo Lafaye referred you.

Continue reading


Using Housing Wealth to Improve Financial Outcomes in Retirement

Home Equity Reverse Mortgage

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 […]

Continue reading


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 […]

Continue reading


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 […]

Continue reading


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 […]

Continue reading