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Mortgage Blog

Leverage in Downsizing

Leverage in Downsizing

As we enter the New Year, planning is on the minds of most people, especially those that are retired or considering retirement.  A popular decision that often yields a big payoff is the downsizing your home for retirement.  There comes a point w

Jan 06, 2017 | Reverse Mortgage Retirement Planning HECM for Purchase Seniors Age in Place downsizing

The retirement issue that no one is talking about

Funding care is an important topic.  A great way to address the care related issues of aging while allowing seniors to maintain their privacy and independence is to consider the addition of a Reverse Mortgage.  Paying off forward mortgages, home

Dec 13, 2016 | Reverse Mortgage Retirement Planning Medicare supplemental retirement income home equity access HECM Reverse Mortgage Home Care Long Term Care Seniors Age in Place

Estate Plan Key Component - Protecting the Family from Money

Estate Plan Key Component - Protecting the Family from Money

When we die it is often said that we need an estate plan that encompasses a will or a trust.  There are also other documents like medical directives and power of attorney.  The establishment of a proper plan is important but, in my opinion, a cr

Nov 12, 2016 | Retirement Planning HECM Reverse Mortgage Seniors Financial Planning Estate Plan

5 ways a reverse mortgage can help your retirement

5 ways a reverse mortgage can help your retirement

Nice article on some of the basics of a Reverse Mortgage.  I would like to add that one of the key components of any strategy involving a Reverse Mortgage is balancing and keeping debt in control.  Debt, such as mortgage payments and credit card

Oct 28, 2016 | Reverse Mortgage Retirement Planning supplemental retirement income HECM Reverse Mortgage Social Security Retirement security

HECM Reverse Mortgage, the Statistics Surrounding their Use to Buy a New Home

HECM Reverse Mortgage, the Statistics Surrounding their Use to Buy a New Home

The statistical significance of using a HECM for Purchase to buy a new home is almost nil relative to the prominent use of a traditional HECM Reverse for refinancing.  There are several reasons the HECM for Purchase is rarely used. Heavy down paymen

Oct 13, 2016 | Reverse Mortgage Retirement Planning Reverse to Purchase Mortgage HECM Reverse Mortgage HECM for Purchase Seniors

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 HECM Reverse Mortgage Seniors Financial Planning Retirement security

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