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Estate Plan Key Component - Protecting the Family from Money

Estate Plan Key Component - Protecting the Family from Money

When we die it is often said that we need an estate plan that encompasses a will or a trust.  There are also other documents like medical directives and power of attorney.  The establishment of a proper plan is important but, in my opinion, a cr

Nov 12, 2016 | Financial Planning Retirement Planning Seniors HECM Reverse Mortgage Estate Plan

The Paradox of Aging - Four Bucket Strategy

The Paradox of Aging - Four Bucket Strategy

There is a lot of talk about aging, longevity, and the fear of running out of money.  There are people at every corner that will advise you to save more money and to prepare for illness, care needs, and ultimately unexpected longevity.  I person

Sep 09, 2016 | supplemental retirement income Reverse Mortgage Retirement Planning Retirement security Retirement income insecurity HECM Reverse Mortgage Financial Planning Seniors

Strapped retirees are turning to reverse mortgages - Anna Robaton, special to CNBC.com

Good article that touches on the benefits, the protections, and the risks associated with a HECM Reverse Mortgage. With the first line of baby boomers recently turning seventy and faced with securing their retirement, this will become a go to program

Jun 29, 2016 | Reverse Mortgage Seniors Retirement Planning Retirement security Financial Planning HECM Reverse Mortgage

9 surprising ways to use a Reverse Mortgage

I've talked about all of these uses of Reverse Mortgages over time in my blog....from the obvious paying off mortgages to delaying social security,  or buying a new home with a reverse mortgage, . Only one I haven't been expose

Jun 24, 2016 | supplemental retirement income Social Security Retirement Planning Reverse to Purchase Mortgage HECM Reverse Mortgage Long Term Care Financial Planning HECM for Purchase

Retirement, the Big Picture

Retirement is supposed to be a time for mental expansion and relaxation after a productive career, not a stressful experience or a grand lesson in frugality.  The path you or your family members take will be based, in most cases, on planning.  T

Jun 06, 2016 | supplemental retirement income Seniors Reverse Mortgage Retirement Planning HECM Reverse Mortgage Financial Planning

Should You Take a Reverse Mortgage Now, or Would It Be Better to Wait?

Good Huffington Post article that brings up a very important point which I have stressed in previous blogs.  In answer to the title's question, no you shouldn't wait. When a retiree really doesn’t have a comprehensive plan, waiting to t

Apr 14, 2016 | Reverse Mortgage Retirement Planning Eligibility for Reverse Mortgage Financial Planning HECM Reverse Mortgage Retirement security supplemental retirement income

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