Blog

Nov 2, 2022
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When we think about the future, we often imagine what we will do in our retirement, what trips we will take and what activities we will immerse ourselves in. What’s less fun to think about is planning for what happens as we continue to age and how we will invest in our future as the […]
Sep 28, 2022
couple on couch
If your fixed income and expenses are making you second guess your retirement date, you need a new retirement solution. A Reverse Mortgage is an answer that can help save your retirement. With a Reverse Mortgage, you can stay in your home without selling by taking equity out of your home. Watch this short video […]
Sep 14, 2022
couple outside
A Home Equity Conversion Mortgage (HECM) is a well-established tool for retirement-age homeowners looking to add more financial flexibility to their future. These loans, often referred to as a reverse mortgage, offer a way to capitalize on a home’s equity without having to part with the property. The eligibility requirements for a HECM include a […]
Aug 10, 2022
Older couple at a desk
Before taking out a Reverse Mortgage you’re required to take a Reverse Mortgage Counseling session by law. If you want to know what to expect before your first session, learn what’s ahead in this video. Things to know about Reverse Mortgages: At the conclusion of a reverse mortgage, the borrower must repay the loan and […]
Jul 27, 2022
guy with sunglasses on
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
Older couple on a couch
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 […]
Jun 29, 2022
Older couple being talked to
A reverse mortgage provides financial freedom and security using your home’s equity, but what happens when the loan come due? Watch our video to learn what to expect. Things to know about Reverse Mortgages: At the conclusion of a reverse mortgage, the borrower must repay the loan and may have to sell the home or […]
Jun 15, 2022
older couple in house
Speaking to your parents about their financial future is a difficult conversation. If you are looking into options to let your parents live comfortably throughout their retirement, a reverse mortgage can answer your worries. To learn more about when you should talk to your parents about a reverse mortgage, watch the video below: Things to […]
May 18, 2022
Couple laughing
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 […]
Apr 13, 2022
three guys laughing
Navigating the transition to becoming an adult child and your concerns about the well-being of an aging parent can be difficult. However, healthcare, safety, and financial security are all areas where a candid conversation can make both parties more comfortable. And for each of those areas, there’s one financial tool that can support your parents’ […]