Tools and resources for a better,
more financially secure retirement.

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 […]

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 […]

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/

When you were younger, your home was the perfect place.  Your spacious backyard, shaded by trees, provided the place for your children to run, laugh, and play.  Your kitchen, along with your fully stocked fridge, continuously provided plentiful meals to feed your growing family.  Your living room and den, outfitted with the television of the […]

When the idea of the reverse mortgage loan was first conceived in the early 1960’s, people quickly began to recognize that the concept was a brilliant answer to a common challenge.  Many senior homeowners wanted access to their home equity to help fund retirement while remaining in their home—and a reverse mortgage loan could help […]