Blog

Aug 2, 2018

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 […]

Jul 19, 2018

The most recent survey by the National Council on Aging showed that 75 percent of Americans over the age of 60 intend to stay in their homes the rest of their lives. However, the reality is that many seniors will leave their homes for unforeseen financial or health reasons. Despite the challenges of aging in […]

May 31, 2018

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 15, 2018

With their children out of the house, many empty nesters consider downsizing their expenses, starting with a smaller home. If they haven’t bought a home in a while, they will find that much has changed in the mortgage process, especially since the 2007 subprime mortgage crisis. Aligning your expectations with the reality of today’s mortgage […]

May 10, 2018

Retirement is one of the milestones most looked forward to in life. Work is done and free time reigns. Maybe you’ve always wanted to travel Europe, or take up sailing, or just live closer to your children and grandchildren, but money is tighter now. For many, a Home Equity Conversion Mortgage (HECM) is a great […]

May 3, 2018

When we think about the future, we often imagine the benefits of retiring to spend time doing the things we like, enjoying hard-earned rewards, and no longer having to worry about Monday morning meetings. What’s less fun to think about is the aspect of planning for what happens as we continue to age, and how […]

Apr 19, 2018

Senior homeowners face many decisions as they near retirement and begin planning for the future. While a secure income stream may be awaiting some, the reality for many will be crucial conversations about meeting financial goals and maintaining a lifestyle they can enjoy. These discussions will likely begin with a fundamental question: Where will you […]

Mar 15, 2018

For most of us, the appeal of retirement is due in great part to the freedom that it provides. The freedom to travel, re-discover a hobby, or spend time with loved ones, all while untethered from the distractions and restraints of employment. One of the methods available to enjoy this freedom is a Home Equity […]

Jan 10, 2018
Have you taken your retirement planning far enough? You’ve probably thought about your financial security, investment options, and how to spend the well-deserved freedom that retirement brings, but your strategy shouldn’t end there. Creating an aging plan to guide the decisions you, and your loved ones, will face is a critical part of the retirement […]
Dec 12, 2017

Home ownership is more than just a house with your name on it; it’s a financial opportunity that can create security over the years through life’s ups and downs. Whatever your goals, the right mortgage can help you along the way. You’re ready for a starter home. Wedded bliss is wonderful, but the grace period […]

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