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Pandemic Leading Financial Planners to Reverse Mortgages

While the relationship between financial planner professionals and the reverse mortgage industry is evolving in a positive direction, there are still a number of things that the reverse industry can and should observe when aiming to facilitate connections with those planners as potential referral partners. This is according to a trio of financial experts discussing […]

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Strategic Tax Planning for the Wealthy with Reverse Mortgages

The Tax Cuts and Job Act of 2017 (TCJA) dramatically changed tax law in our country. It has a profound effect on mortgage interest deductibility and actually elevated the reverse mortgage as an enhanced tool for strategic IRA withdrawals, Roth conversions, Net Unrealized Appreciation (NUA), and other strategies centered around deferred or accelerated tax accounts. […]

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August is the New May For Home Sales

Rather than a typically busy spring home-buying season, the COVID-19 pandemic pushed the bulk of home-buying this year into the summer months, and real estate agents are busier than ever. According to the National Association of Realtors, contract signings kicked off strong in August, with the most contract signings last week in the Midwest, at […]

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7 Client Behaviors Emerging From COVID-19

As the effects of the pandemic continue, nine in 10 REALTORS® say their housing markets are in recovery mode, with many even saying their markets are hotter now than a year ago, recent member surveys from the National Association of REALTORS® show. “The delayed spring market is definitely occurring now in the summer months,” says […]

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AAG Partners with SilverBills

Consistently paying bills on time and for the right amount can be a struggle at any age, but for seniors facing physical or cognitive decline, the inability to perform bill-paying tasks like the regular payment of property taxes and homeowners insurance can threaten their independence and livelihood. Such a recognition is the driving force behind […]

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HECM Line of Credit vs. HELOC

In business, a line of credit can help protect and strengthen an enterprise in countless ways. Defensively, the owner can use it to help meet short-term capital needs or, proactively, to seize an offer simply too good to pass up. It automatically gives the business owner more options to nimbly and strategically meet almost any […]

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Using a HECM to Fund Home Care

As a senior care professional, you know Medicare provides only limited in-home medical coverage for your patients. It may provide in-home skilled nursing or physical therapy, but it generally won’t cover custodial care. Even if your patients have a supplemental Medicare plan, it will likely not be enough. Using a HECM to fund their home […]

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Reverse Mortgages: Will we see a boom?

Over the past three months, the stock market has been on a roller coaster. Investment portfolios have followed suit, which could be particularly concerning for those who are counting on those funds for retirement. Read more…

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Where Consumers See Financial Advisor Value

Financial advisors, who are receiving an influx of first-time inquiries during the COVID-19 pandemic according to recent reports, are perceived to have varying levels of value among those consumers who seek their expertise, new researchh shows. That value can depend on very basic elements of the relationship, such as how often an advisor meets with clients, […]

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Retirees Earn Money Without Leaving Home

With older Americans at an increased risk of developing deadly cases of COVID-19, working outside the home may no longer be a safe option for retirees. Fortunately, there are plenty of ways people can bring in exta money from the comfort of home. Read more…

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