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Create Financial Flexibility in Retirement

Create Financial Flexibility in Retirement

A key retirement goal should always be financial security.  This is often much easier said than done.  It is easy to physically retire from work but are you also mentally retired?  In other words, being physically retired but mentally insec

Aug 11, 2016 | Reverse Mortgage supplemental retirement income HECM Reverse Mortgage HECM for Purchase Retirement security

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 | Reverse Mortgage Retirement Planning supplemental retirement income Seniors reverse credit line

9 surprising ways to use a Reverse Mortgage

I've talked about all of these uses of Reverse Mortgages over time in my blog....from the obvious paying off mortgages to delaying social security,  or buying a new home with a reverse mortgage, . Only one I haven't been expose

Jun 24, 2016 | Retirement Planning supplemental retirement income Reverse to Purchase Mortgage HECM Reverse Mortgage Social Security

Don't make this gigantic Social Security mistake - CNBC Article

Terrific article that takes into account Social Security and waiting to maximize your benefits as a cost effective form of longevity insurance. Given people are living much longer than expected, this is an innovative approach aimed at maximizing benefits

Jun 09, 2016 | Reverse Mortgage Retirement Planning supplemental retirement income Seniors Social Security

Retirement, the Big Picture

Retirement is supposed to be a time for mental expansion and relaxation after a productive career, not a stressful experience or a grand lesson in frugality.  The path you or your family members take will be based, in most cases, on planning.  T

Jun 06, 2016 | Reverse Mortgage Retirement Planning supplemental retirement income HECM Reverse Mortgage Seniors

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 | Reverse Mortgage Retirement Planning supplemental retirement income HECM Reverse Mortgage Retirement security

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