Using Housing Wealth to Improve Financial Outcomes in Retirement

Trusted Advisors, Realtors, Boomers, Seniors, and their adult children are INVITED to Learn a Little-Known Strategy to Help Retiring/Retired Homeowners Downsize, Right-size, or establish a growing line of credit to age in place and Improve Financial Outcomes in Retirement.   With 10,000 Americans turning 65 each day, homeowners over age 62 are looking for ways to decrease or […]

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Using Housing Wealth to Create a More Comfortable Retirement

Join us at Left Bank Larkspur Brasserie to understand more about the FHA-insured Home Equity Conversion Mortgage (HECM)— the completely revamped version of the former reverse mortgage. How do I qualify for this flexible & deferred-repayment credit line? How much can I receive? How has the program evolved? Bring your questions, your neighbor, your advisor   […]

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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 www.napfa.org/SpringConference. Class:  Some […]

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Reverse Mortgages Can Be a Retiree’s Saving Grace.

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As seen on FORBES.com 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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The FHA’s New Reverse Mortgage Overview and Q&A

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The FHA-insured Home Equity Conversion Mortgage (HECM) is fast becoming one of the hottest topics in Retirement Income Planning.  This completely revamped version of the former reverse mortgage was recently touted by FORBES as “The Potential Saving Grace for American Retirees” – Prof. Jamie Hopkins, Professor of Retirement Income at the American College. Join Us […]

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