How Financial Advisors Can Use Reverse Mortgages for Tax-Efficient Retirement Planning
March 12, 2025
For financial advisors managing clients with $300,000+ in traditional IRAs, tax efficiency is critical for preserving wealth and maximizing retirement cash flow.
Laid Off at 61: Now What?
March 11, 2025
“I’m 61, laid off, with $103,000 in savings and a $1,800/month mortgage. How do I bridge the gap to Social Security?”
Are HECM Rates Higher Than Traditional Rates?
February 10, 2025
Home Equity Conversion Mortgages (HECMs) are the only federally insured reverse mortgages in the U.S. One reason for their popularity is that the mortgage terms are what most would consider advantageous, or at least reasonable.
The best times to get a reverse mortgage
May 31, 2024
Many seniors have significant equity in their homes after paying down their mortgage over time, especially if home values have increased. Unfortunately, many of these same seniors struggle to meet monthly expenses.
The Great Disconnect
May 29, 2024
One of the common objections to reverse mortgages is the homeowners’ desire to leave the home to their adult children. The strong emotional bonds are felt by both the aging parents and the childhood memories of their adult children.
Boost Your Purchasing Power
April 24, 2024
How to buy more home with a HECM for Purchase Reverse Mortgage (H4P)
Mortgage interest rates are starting to fall, what does that mean for you?
January 30, 2024
