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

Select New Lending Limits for 2024

Select New Lending Limits for 2024

    • HECM Reverse Mortgages (Government Insured FHA): $1,149,825 • Jumbo Reverse (Private Label): $4,000,000 (higher loan amounts require exceptions based on market conditions) • Jumbo Reverse-Standalone Second Trusts: $4,000,000

Jan 09, 2024 | Reverse Mortgage HECM Reverse Mortgage Jumbo Reverse Mortgage VA Low Score VA LOAN Lending Limit increase Jumbo Reverse Second Trust

What are the Prospects for your Retirement and Staying in your Home?

What are the Prospects for your Retirement and Staying in your Home?

Would you like to be able to stay in your home for your entire retirement? Most people that are thinking about retirement and the shift to eventually living on a fixed income and those that are already retired more than likely would answer yes to this que

Nov 03, 2023 | Reverse Mortgage Retirement Planning Age in Place Jumbo Reverse Mortgage

Reverse Mortgage Example as Counter to Inflation

Reverse Mortgage Example as Counter to Inflation

Now is a time when Reverse Mortgages really have the potential to shine by helping homeowners maintain control of their finances. With general living expenses up a few hundred dollars per month it’s become a real nuisance for everyone, but for someo

Sep 11, 2023 | Reverse Mortgage mortgage Inflation cashflow

Pandemic may be rendered over but the residual Financial Threat, Inflation, remains.

Pandemic may be rendered over but the residual Financial Threat, Inflation, remains.

Every client I have spoken with recently has reiterated the same thing to me regarding their monthly living expenses.  Costs are up across the board for food, medicine, gas and many other basic necessities and lifestyle things we have come to rely on

Aug 17, 2023 | Reverse Mortgage supplemental retirement income private label reverse mortgage Retirement security mortgage Inflation

Purchase or Cash-out an Investor Property with a DSCR loan

Purchase or Cash-out an Investor Property with a DSCR loan

The No Doc Investor loan, or otherwise termed DSCR loan, is a terrific vehicle for people that are interested in investment properties. Federal regulations that mandate strict mortgage loan qualification requirements have been quite stringent for owner oc

Jun 26, 2023 | Non QM Investor Loans Real Estate Investment Loans DSCR Property-based loan LLC

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