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A Safe Way to Access your Home Equity - HELOC vs Second Trust

A Safe Way to Access your Home Equity - HELOC vs Second Trust

The most important aspect of accessing your home equity may be to limit unnecessary costs and keep your low rate first trust firmly in place. From there, you will have two distinct options. The first, and most advertised, may be the Home Equity Line of Cr

Aug 15, 2024 | home equity access Second Trust HELOC

How to Establish a Put on Your Home

How to Establish a Put on Your Home

How many of you would have loved to have had an affordable means of effectively purchasing a Put Option on your primary residence insured by the US Government prior, or even during, the housing crisis? This is what a Reverse Mortgage provides for eligible

Mar 08, 2024 | Reverse Mortgage home equity access lifetime income with a Reverse Seniors reverse credit line

Bank Statement Loans – How to make sense of them for Self Employed business owners and 1099 contract employees.

Bank Statement Loans – How to make sense of them for Self Employed business owners and 1099 contract employees.

What do these Bank Statement programs do and how do they work?  These programs represent a work-around of the stringent Federal “Ability to Repay” (ATR) rules that govern standard full documentation qualifying guidelines. This program is

Feb 26, 2024 | self-employed borrower bank statement loan

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

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 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

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