Blog
May
31,
2023
31,
2023
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 […]
May
10,
2023
10,
2023
If you’re considering a Home Equity Conversion Mortgage (HECM), also known as a Reverse Mortgage, you’re in the right place. Choosing the right payout plan for your Reverse Mortgage can be overwhelming, as several options exist. This video will guide you through the different Reverse Mortgage payout plans, helping you make an informed decision that […]
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 […]
Nov
2,
2022
2,
2022
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
28,
2022
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
14,
2022
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
10,
2022
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
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 […]
Jun
29,
2022
29,
2022
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 […]
Search
