Category Archives: Uncategorized

Inflation & Reverse Mortgage Solutions

Five Benefits of Reverse Mortgages during Inflation: Conclusion: Reverse mortgages can serve as a powerful financial solution during times of inflation. By unlocking the equity built up in their homes, senior homeowners can effectively supplement their fixed income, hedge against … Continue reading

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Why the home could be one’s most valuable asset in retirement: financial planner

Unlock the Equity in Your Home… With American seniors finding it more difficult to maintain their quality of life after retirement, many may be overlooking their most valuable financial asset in late life: their home. This is according to Julie … Continue reading

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Forbes: Reverse Mortgages Part of Opportunity in Current Estate Planning

If a senior planning an estate has mortgage or other debt, there is a key opportunity that they may be able to take advantage of due to the current economic climate. Because interest rates are so low, refinancing that debt … Continue reading

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Financial Planner: Reverse Mortgages Can Offer Path to Retirement ‘Paycheck’

Managing finances in retirement can be difficult for a senior, most especially if someone is already strapped for cash. That makes the possibility of regular cash flow in addition to pre-existing benefit programs very attractive, and reverse mortgages can offer … Continue reading

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Why Financial Advisors See Reverse Mortgage a Benefit in a Volalite Market

Positioning Reverse Mortgages as a Solution in a Down Market March 27th, 2018  |  by Alex Spanko  |  HECM, News, Retirement, Reverse Mortgage One of the most prominent scholarly advocates for using reverse mortgages in retirement laid out a case last week for finding … Continue reading

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Tax & Financial Advisors See Reverse Mortgage Solution for Their Sandwich Generation Business Owners

Over the last year, tax and financial advisors witnessed a surge in reverse mortgage requests came from an unlikely source, the Sandwich Generation (A generation of people – between the ages of 34-54 – who are financially caring for their … Continue reading

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Tax & Financial Advisors See Reverse Mortgage Solution for Their Sandwich Generation Business Owners

Over the last year, tax and financial advisors witnessed a surge in reverse mortgage requests came from an unlikely source, the Sandwich Generation (A generation of people – between the ages of 34-54 – who are financially caring for their … Continue reading

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Reverse Mortgage Changes: The Good, The Bad, and The Ugly.

FHA will be making major changes to the reverse mortgage (HECM) beginning October 2nd, 2017.  To avoid being affected by these changes, California applicants need to complete counseling and application, prior to September 22nd, 2017. Your time is valuable so … Continue reading

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Tax & Financial Advisors See Reverse Mortgage Solution for Their Sandwich Generation Business Owners

Over the last year, tax and financial advisors witnessed a surge in reverse mortgage requests came from an unlikely source, the Sandwich Generation (A generation of people – between the ages of 34-54 – who are financially caring for their … Continue reading

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How the Reverse Mortgage Benefits Your Children: Sandwich Jan

The Sandwich Generation Sandwich Jan Children of the sandwich generation are seeing the reverse mortgage as their solution to their parent’s debt woes. Jan is a 45-year-old office manager of a law firm downtown.   She’s married with three teenage daughters, … Continue reading

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