QUESTIONS?

CALL US: 703-319-2198


Mortgage Blog

Annuitization - A Key Component of a Successful Retirement Plan

Annuitization - A Key Component of a Successful Retirement Plan

This is an older blog post that discusses Annuitization written before the recent increase in rates that still has significant merit for retirement planning.  Annuitization, I didn't think that was a word either but according to Morningstar and the a

Feb 16, 2024 | Annuity Retirement Planning supplemental retirement income Retirement income insecurity lifetime income with a Reverse Reverse Mortgage

Create your own Safe, Cost Effective Government-Insured Annuity today

Create your own Safe, Cost Effective Government-Insured Annuity today

When we hear the annuity pitch it starts out like this:  Put a lump sum down in your early fifties and when you turn 65 you will begin to receive monthly payments.  How much will I receive per month? Well that depends on the index, like the S &a

Jul 18, 2016 | supplemental retirement income Retirement Planning Seniors reverse credit line Reverse Mortgage HECM Reverse Mortgage Annuity Government insured mortgage lifetime income with a Reverse

Top 5 Strategies to Protect Your Money from Medicaid

I am constantly hearing about asset protection strategy regarding Medicaid or other entitlement programs. If you go too far on the strategy you could end up with only two beans in your pocket. Not everyone is comfortable with giving funds away and the fiv

Apr 15, 2016 | supplemental retirement income Retirement security Retirement Planning Reverse Mortgage HECM Reverse Mortgage Annuity Seniors

The Aging Revolution

With 10,000 people retiring every day since 2004 that would hardly seem like a revolution. However, when you see Private Equity creating companies and catapulting into the Senior Assisted Living arena it’s a different dynamic.  Private Eq

Jun 04, 2013 | Reverse Mortgage Annuity Retirement Planning Home Care

"Annuitization" a Critical Component of a Successful Retirement Plan.

  I didn’t think that was a word either but according to Morningstar and the attached comprehensive retirement planning video, it is.   Your retirement, whether it be for you, a client, or a family member, is all part of a plan that is sup

Apr 24, 2013 | Annuity HECM Reverse Mortgage Retirement Planning Reverse Mortgage supplemental retirement income home equity access

American Senior-HECM Reverse Mortgage to Purchase a New Home. Dig Deep and Eliminate Income Insecurity without Sacrificing your Ambition

With the constant struggle for everyone in this low interest rate environment we all have to work smarter, not harder to achieve our goals. This is especially true for retirees that no longer earn wages from employment and have to make due with incom

Jan 11, 2013 | Reverse Mortgage Retirement Planning Annuity supplemental retirement income Reverse to Purchase Mortgage Retirement income insecurity

« Previous 1 2 Next »

Recent Posts

Blog Tags

Reverse Mortgage Retirement Planning Annuity Traditional Mortgage Fiscal Cliff Medicare Short Sales Debt Mitigation supplemental retirement income Reverse to Purchase Mortgage Retirement income insecurity forgiven mortgage debt mortgage debt forgiveness act solutions for underwater properties home equity access HECM Reverse Mortgage Government insured mortgage lifetime income with a Reverse Loan modification modify your loan with your lender Home Care foreclosure Mortgage Loan Process FHA HUD Construction Loan Hard Money Loan mortgage debt relief act FINRA HECM to Purchase HECM for Purchase Long Term Care Rentership Real Estate Economy Financial Assessments Mortgage Deliquency Seniors Social Security Sandwich Generation Financial Planning private label reverse mortgage growth factor reverse credit line LESA Retirement security assisted living Eligibility for Reverse Mortgage Estate Plan Age in Place downsizing Trump Treasury occupancy requirements Senior Advocate mortgage debt Senior Care Gray Divorce Jumbo Reverse Mortgage Principal Limit Factor Non-recourse loan investor financing No Doc Investor Loans Specialized Forward Mortgages Jefferson Mortgage Group Non QM bankruptcy QM Commercial Real Estate Investor Loans Real Estate Investment Loans self-employed borrower bank statement loan Jumbo Mortgage Loan MIP HECM Changes mortgage Asset Qualifer Asset Based Mortgage VA Low Score VA LOAN manual underwrite Unrestricted Approval success story 2021 Changes Inflation cashflow Blanket Loan Reverse Mortgage Eligibility 55+ Fed Interest Rates Housing Market Housing Prices Mortgage Rates Real Estate Market Diversification Prequalification 2023 changes Lending Limit increase High-Value Homes Business Cash-flow ATR Rule Seller Contribution Low Credit Score Credit Score down to 500 Non-Qualifying Loan DSCR Debt Property-based loan LLC Jumbo Reverse Second Trust Second Trust Second Trust