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 | Annuity Retirement Planning supplemental retirement income Retirement income insecurity lifetime income with a Reverse Reverse Mortgage
Headline inflation has hit us all mainly at the gas pump and the food store, but it’s everywhere and the adverse effects are more prevalent amongst people that live and depend on fixed income. HECM Reverse Mortgage endorsements had their best year in 202
Apr 11, 2022 | Reverse Mortgage Retirement Planning supplemental retirement income Retirement income insecurity lifetime income with a Reverse HECM Reverse Mortgage Jefferson Mortgage Group Eligibility for Reverse Mortgage Age in Place Inflation cashflow
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 | supplemental retirement income Reverse Mortgage Retirement Planning Retirement security Retirement income insecurity HECM Reverse Mortgage Financial Planning Seniors
When people retire, they often go from receiving a pay check every two weeks to a fixed income. Many may also have businesses that they have just sold. Now with this comes freedom but with this new found freedom there is an expectation that th
Mar 04, 2016 | Retirement security Real Estate Economy Reverse Mortgage supplemental retirement income Retirement income insecurity HECM Reverse Mortgage Financial Planning Seniors
Nice article in Forbes providing specific applications for Reverse Mortgages. HECM Reverse Mortgages are clearly an area that the public and the advisor community will need to pay more attention to if we are to collectively achieve retirement goals
Oct 08, 2015 | supplemental retirement income Retirement Planning HECM Reverse Mortgage Reverse Mortgage Financial Planning Retirement income insecurity
This is a classic Reverse Mortgage scenario that contradicts the general public perception that the primary use for a Reverse Mortgage equates to “funds of last resort”.Recently, I met with a client that was unmarried, in her early sevent
Jan 22, 2015 | Reverse Mortgage supplemental retirement income Retirement Planning Retirement income insecurity HECM Reverse Mortgage