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Jun 17 2020
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The coronavirus has tested the financial stability of many; that’s especially the case for those preparing for—or currently navigating—retirement. If you have a reverse mortgage, or you’re considering one, this video is for you. Here are some of the topics our CEO and founder, Scott Gordon, discusses: How reverse mortgages might act as a financial… Continue Reading Protecting Your Reverse Mortgage from the Unexpected
Nov 19 2019

Retirement represents a major transition in a person’s life — one that comes with a lot of decisions. Chief among those may be the choice of where to live. While downsizing has been a common move for retirees in the past, many are now finding themselves “smart-sizing” instead.  The concept of smart-sizing is about figuring… Continue Reading Why “Smart-Sizing” is the New Downsizing

Oct 15 2019

Retirement is much more than just the end of a career. Hopefully, it’s also a substantial portion of your adult life. Working with a trusted financial advisor can be a smart way to prepare and can give you the confidence to make the most of your Golden Years.  Whether you’re looking for a retirement advisor,… Continue Reading 5 Overlooked Questions for Your Financial Advisor

Oct 3 2019

If your retirement is approaching and you own a home, chances are it will play a significant role in your post-career plans. Whether you’re staying put, downsizing or considering supplementing your finances with a Home Equity Conversion Mortgage (HECM), the equity you have in the property matters.  Even if retirement is closer than you care… Continue Reading 4 Ways to Grow Your Home Equity Before Retirement

Aug 8 2019

If you are retired or approaching retirement, you may find that a fixed income is not always enough to cover your expenses and maintain your desired lifestyle. Fortunately, there are other options to help you bring in extra money. One option is getting a roommate. A home equity conversion mortgage (HECM), also known as a… Continue Reading How a HECM Loan Can Help You Earn Supplemental Income in Retirement

Jul 9 2019

Most of us look forward to the day we can retire. However, the realities of living on a fixed income can be daunting. Because of this difficulty in predicting the future, diving into the details of a retirement plan with anyone other than your spouse probably seems like an unappealing endeavor.  In fact, discussing your… Continue Reading What Your Family Should Know About Your Retirement Plans

Jun 18 2019

June is Care for Your Grandparents Month. While it may seem like just another silly “holiday,” the National Council on Aging’s recent survey shows that a lack of social support from younger generations is among the biggest fears Americans have about growing older. Other major fears include being unable to stay in their current home,… Continue Reading Retirement Doesn’t Have to be Stressful

May 9 2019

Twenty-three percent of Americans are worried that they will run out of savings in retirement, according to a Bankrate survey. Rising healthcare costs, increasing debt and uncertainty about Social Security benefits don’t help matters. Stressing about the future is not how anyone wants to spend their retirement years. Fortunately, finding ways to supplement your income… Continue Reading Retirement Fears: an Answer to Pressing Concerns

May 7 2019

According to a recent study from Merrill Lynch and AgeWave, retirees are expected to create an $8 trillion surge in giving over the next two decades. This “Longevity Bonus” will be a fundamental shift in philanthropy and is being driven by the convergence of several factors. Most notable is the growing number of baby boomers… Continue Reading Make the Most of Your Retirement Through Giving

Mar 26 2019

It’s no secret that retirees are living longer and healthier lives than ever. In fact, the Social Security Administration estimates that “a quarter of 65-year-olds will hit age 90, and one in 10 will live beyond age 95.” For those that didn’t take into account a protracted timeline, it could mean rethinking their retirement strategies.… Continue Reading For Retirees On the Go, Your Primary Residence Holds the Key to a Reverse Mortgage Loan