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Controlling Debt In Retirement

Controlling Debt In Retirement

When people retire, they often go from receiving a paycheck every two weeks to a fixed income.  Many may also have businesses that they have just sold.  With this comes freedom, but with this newfound freedom there is an expectation that the lif

Nov 15, 2024 | Reverse Mortgage Retirement Planning Retirement income insecurity

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 | Retirement Planning Annuity supplemental retirement income Retirement income insecurity lifetime income with a Reverse

Using a Reverse Mortgage to Balance out the Effects of Inflation

Using a Reverse Mortgage to Balance out the Effects of Inflation

Headline inflation has hit us all mainly at the gas pump and the food store, but it’s everywhere and the adverse effects are more prevalent amongst people that live and depend on fixed income.  HECM Reverse Mortgage endorsements had their best year in 202

Apr 11, 2022 | Reverse Mortgage Retirement Planning supplemental retirement income Retirement income insecurity lifetime income with a Reverse

The Paradox of Aging - Four Bucket Strategy

The Paradox of Aging - Four Bucket Strategy

There is a lot of talk about aging, longevity, and the fear of running out of money.  There are people at every corner that will advise you to save more money and to prepare for illness, care needs, and ultimately unexpected longevity.  I person

Sep 09, 2016 | Reverse Mortgage Retirement Planning supplemental retirement income Retirement income insecurity Retirement security

Retirees, Seniors and Controlling Debt in Retirement.

Retirees, Seniors and Controlling Debt in Retirement.

When people retire, they often go from receiving a pay check every two weeks to a fixed income.  Many may also have businesses that they have just sold.  Now with this comes freedom but with this new found freedom there is an expectation that th

Mar 04, 2016 | Reverse Mortgage supplemental retirement income Retirement income insecurity Real Estate Economy Retirement security

A Borrower's story: The Peace of Mind and Financial Flexibility that comes with a Reverse Mortgage.

This is a classic Reverse Mortgage scenario that contradicts the general public perception that the primary use for a Reverse Mortgage equates to “funds of last resort”.Recently, I met with a client that was unmarried, in her early sevent

Jan 22, 2015 | Reverse Mortgage Retirement Planning supplemental retirement income Retirement income insecurity HECM Reverse Mortgage

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