This is an older blog post that discusses Annuitization written before the recent increase in rates that still has significant merit for retirement planning. Annuitization, I didn't think that was a word either but according to Morningstar and the a
Feb 16, 2024 | Annuity Retirement Planning supplemental retirement income Retirement income insecurity lifetime income with a Reverse Reverse Mortgage
When we hear the annuity pitch it starts out like this: Put a lump sum down in your early fifties and when you turn 65 you will begin to receive monthly payments. How much will I receive per month? Well that depends on the index, like the S &a
Jul 18, 2016 | supplemental retirement income Retirement Planning Seniors reverse credit line Reverse Mortgage HECM Reverse Mortgage Annuity Government insured mortgage lifetime income with a Reverse
I am constantly hearing about asset protection strategy regarding Medicaid or other entitlement programs. If you go too far on the strategy you could end up with only two beans in your pocket. Not everyone is comfortable with giving funds away and the fiv
Apr 15, 2016 | supplemental retirement income Retirement security Retirement Planning Reverse Mortgage HECM Reverse Mortgage Annuity Seniors
With 10,000 people retiring every day since 2004 that would hardly seem like a revolution. However, when you see Private Equity creating companies and catapulting into the Senior Assisted Living arena it’s a different dynamic. Private Eq
Jun 04, 2013 | Reverse Mortgage Annuity Retirement Planning Home Care
I didn’t think that was a word either but according to Morningstar and the attached comprehensive retirement planning video, it is. Your retirement, whether it be for you, a client, or a family member, is all part of a plan that is sup
Apr 24, 2013 | Annuity HECM Reverse Mortgage Retirement Planning Reverse Mortgage supplemental retirement income home equity access
With the constant struggle for everyone in this low interest rate environment we all have to work smarter, not harder to achieve our goals. This is especially true for retirees that no longer earn wages from employment and have to make due with incom
Jan 11, 2013 | Reverse Mortgage Retirement Planning Annuity supplemental retirement income Reverse to Purchase Mortgage Retirement income insecurity