QUESTIONS?

CALL US: 703-319-2198


Mortgage Blog

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

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 Annuity supplemental retirement income HECM Reverse Mortgage Government insured mortgage lifetime income with a Reverse Seniors reverse credit line

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 Annuity supplemental retirement income HECM Reverse Mortgage Seniors Retirement security

The Aging Revolution

With 10,000 people retiring every day since 2004 that would hardly seem like a revolution. However, when you see Private Equity creating companies and catapulting into the Senior Assisted Living arena it’s a different dynamic.  Private Eq

Jun 04, 2013 | Reverse Mortgage Retirement Planning Annuity Home Care

"Annuitization" a Critical Component of a Successful Retirement Plan.

  I didn’t think that was a word either but according to Morningstar and the attached comprehensive retirement planning video, it is.   Your retirement, whether it be for you, a client, or a family member, is all part of a plan that is sup

Apr 24, 2013 | Reverse Mortgage Retirement Planning Annuity supplemental retirement income home equity access HECM Reverse Mortgage

American Senior-HECM Reverse Mortgage to Purchase a New Home. Dig Deep and Eliminate Income Insecurity without Sacrificing your Ambition

With the constant struggle for everyone in this low interest rate environment we all have to work smarter, not harder to achieve our goals. This is especially true for retirees that no longer earn wages from employment and have to make due with incom

Jan 11, 2013 | Reverse Mortgage Retirement Planning Annuity supplemental retirement income Reverse to Purchase Mortgage Retirement income insecurity

« Previous 1 2 Next »

Recent Posts

Blog Tags

Reverse Mortgage HECM Reverse Mortgage Retirement Planning supplemental retirement income Seniors Retirement security Financial Planning Short Sales Age in Place Traditional Mortgage Home Care Government insured mortgage lifetime income with a Reverse home equity access HECM for Purchase Jumbo Reverse Mortgage Retirement income insecurity solutions for underwater properties Long Term Care reverse credit line Social Security Eligibility for Reverse Mortgage forgiven mortgage debt mortgage Inflation cashflow Specialized Forward Mortgages Mortgage Loan Process Annuity Financial Assessments Investor Loans mortgage debt forgiveness act Real Estate Investment Loans foreclosure Debt Mitigation FHA Non QM 55+ private label reverse mortgage self-employed borrower VA LOAN HUD Reverse to Purchase Mortgage Loan modification Housing Market investor financing No Doc Investor Loans VA Low Score Real Estate Market Jefferson Mortgage Group bank statement loan High-Value Homes LESA Medicare Mortgage Rates Sandwich Generation QM HECM Changes Interest Rates modify your loan with your lender mortgage debt relief act Mortgage Deliquency Non-recourse loan Fiscal Cliff Business Cash-flow HECM to Purchase Senior Advocate Jumbo Reverse Second Trust mortgage debt Reverse Mortgage Eligibility Low Credit Score manual underwrite Construction Loan Fed Real Estate Economy 2023 changes growth factor downsizing HELOC Hard Money Loan Lending Limit increase DSCR 2025 changes Commercial Real Estate 2021 Changes Debt Treasury DSCR Asset Qualifer FINRA Housing Prices Property-based loan occupancy requirements Residual Income Asset Based Mortgage ATR Rule assisted living LLC OBBBA Blanket Loan Seller Contribution Home improvements Diversification Estate Plan Senior Care Jumbo Mortgage Loan Rentership Credit Score down to 500 Second Trust Gray Divorce bankruptcy MIP Unrestricted Approval success story Trump Principal Limit Factor Second Trust Prequalification Non-Qualifying Loan