Blog
Nov
29,
2023
29,
2023
In the realm of financial decisions, few are as versatile and adaptable as reverse mortgages. Whether you’re looking to bolster your fixed monthly income, fund your retirement travels, or manage healthcare expenses, the solution may lie right at your fingertips. This video will guide you through the practical ways you can harness the flexibility of […]
Oct
11,
2023
11,
2023
Estate planning is a crucial aspect of financial preparedness in your golden years. While many people associate estate planning with wills and trusts, there’s another valuable tool that can play a pivotal role in securing your financial future: the Reverse Mortgage. Whether you’re a homeowner or simply curious about the possibilities, watch our video to […]
Apr
19,
2023
19,
2023
Grandchildren are one of life’s great joys. However, keeping them entertained during extended summer visits can be a challenge. Whether you need to satisfy the boundless energy and curiosity of a preschooler or capture the imagination of a tween who thinks they’ve seen everything, planning ahead can be the key to memories everyone will cherish. […]
Mar
15,
2023
15,
2023
What would peace of mind in retirement look like to you? Whether you plan to spend most of your time volunteering, working in a meaningful part-time job, or simply enjoying leisure activities to the fullest, financial security is crucial. A retirement on the horizon means answering important questions about how you’ll structure your finances to […]
Feb
1,
2023
1,
2023
In a perfect world where mortgage rates, market inventory and demand from homebuyers align, downsizing to a smaller home would be a piece of cake for aging seniors. Unfortunately, this isn’t always the case, and sometimes downsizing isn’t a feasible option. Seniors Staying Put Factors like the lack of affordable inventory in a preferred location […]
Jul
27,
2022
27,
2022
When we retire, we dream of the places we’ll go and things we’ll see. But what happens when the reality of making your savings last through your retirement doesn’t meet the dreams of traveling? In this video, we’ll discuss ways you can take your retirement on the road so you can keep checking off your […]
Jul
13,
2022
13,
2022
While a Home Equity Conversion Mortgage (HECM), or reverse mortgage, can be a smart financial tool for those needing to supplement their retirement income, its possible ability to protect a well-funded nest egg is easy to overlook. As retirement approaches, even those with a solid financial plan may fear the damage an ill-timed market downturn […]
May
18,
2022
18,
2022
Transitioning into a comfortable retirement typically requires hard work, careful planning, and the ability to reconcile your financial health with long-held aspirations. However, if retirement is nearing and the resulting fixed income threatens to derail the lifestyle you imagined, an underutilized and often misunderstood tool could get you back on track. Add Income, Reduce Costs […]
Dec
21,
2021
21,
2021
There’s no right way to retire. The options for retirement living are limited only by your budget and your priorities. Fortunately, your budget may not be holding you back as much as you thought. Take a look at some of the ways you can settle in for the next phase of your life and a […]
Dec
9,
2021
9,
2021
If you’re planning a home renovation, and retirement is on the horizon, you might want to take some extra time to plan your projects. Most home improvement projects require careful planning, but the challenges of retirement can raise the stakes even higher. We’ve put together a few tips to guide your pre-retirement renovation and help […]
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