Some Unexpected (and Surprisingly Beneficial) Uses for HECM Reverse Mortgages: The HECM for Purchase, and Related Income Tax Benefits

I’ll be presenting a class at NAPFA’s Spring Conference in Bellevue Washington May 16 – May 19th. Sessions at the conference will offer important updates on risk management, tax and retirement planning, practice management, technology, marketing and more. If you’re attending, let’s connect. You can register and see a full agenda at Class:  Some […]

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Reverse Mortgages Can Be a Retiree’s Saving Grace.


As seen on by Jamie Hopkins, Retirement Income Professor at The American College: “Reverse Mortgages Can Be A Retiree’s Saving Grace.” With 30 million+ members of the baby boomer generation moving into retirement….the FHA-insured Home Equity Conversion Mortgage (HECM) — the FHA-insured revamped version of the former reverse mortgage — supports strategies to help retirement-age […]

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The FHA’s New Reverse Mortgage and Affording Quality Care

Learn what Jane Bryant Quinn says about where home equity fits into a thoughtful 30-year retirement plan.  With 10,000 Americans turning 65 each day, understanding current retirement planning strategies is crucial to prepare for success.  This class with teach you the Top Five Things to consider when choosing how to maximize your retirement income, strategies […]

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