Tools and resources for a better,
more financially secure retirement.
We understand that planning to secure your financial future can be overwhelming, which is why we’ve simplified things for you. Browse through our articles to better understand the importance of home equity in a retirement plan, how different solutions work, and the various ways you can access your equity for a more secure future.
Which Mortgage Loan is Right for You?
Saving money for retirement is a decades-long commitment. It’s not uncommon for seniors to reach retirement age only to find that their retirement income isn’t large enough to support the lifestyle they want. As you enter your golden years and begin to consider various options to increase your supplemental income, home equity has the potential […]
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Top 5 Money Saving Tips for Retired Homeowners
According to the U.S. Census Bureau1, nearly 40 million American families will move to a new home this year. However, if 87% of people age 65 and over have their way, they will keep the one they have. That is the percentage of seniors who, according to AARP 2, would prefer to stay in their home […]
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6 Consumer Protections for Reverse Mortgage Loan Borrowers
Pursuing a Home Equity Conversion Mortgage (HECM, commonly referred to as a reverse mortgage loan) is a big decision. While it allows you to convert your home’s equity into non-taxable cash that you can use to supplement your retirement income, “borrowers must continue to pay for property taxes”, you may be wondering what types of […]
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6 Simple Ways to Cut Costs & Save During Retirement
A safe and comfortable retirement is a goal for most retirees, but living on a fixed income can make it seem impossible. Since there is no safety of a steady paycheck, many are left feeling overwhelmed, looking for options to accommodate their growing needs. So how do you make sure that you spend your retirement […]
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Steve Vernon of CBS MoneyWatch touts reverse mortgage loans
The article dispels many of the misconceptions about reverse mortgage loans including fees, legacies and policy while also explaining how the product offers an opportunity to tap home equity without selling the home – an option often overlooked based on the research. Read the full article here: https://cbsnews.com/news/reverse-mortgages-rodney-dangerfield-of-retirement-planning/
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Retirement: Millennials vs Baby Boomers
Regardless of your age or which generation group you are a part of, it is important to take the appropriate steps to prepare yourself for retirement. Based off what you read about the differences between Baby Boomers and Millennials, it seems safe to assume that the differences between these two generations would extend to the […]
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