Archive for 2018

  • 06
  • Dec2018
Time to Right Size?

Time to Right Size?

Have you raised your family, and looked around at your large home wondering why you need all the space at this stage of your life? Perhaps you have stairs that may become an issue as you age, or perhaps you just don’t want to heat so many square feet, not to mention keeping up with […]

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  • 10
  • Nov2018
Reverse Mortgage – Insurance for Whatever Happens

Reverse Mortgage – Insurance for Whatever Happens

The reverse mortgage is no longer the “loan of last resort.” Financial planners are increasingly seeing it as a viable and dynamic tool to hedge against the future, which for all of us, is full of unknown possibilities. Shelley Giordano, chair of the Funding Longevity Task Force, said that even at a slower growth rate, […]

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  • 07
  • Oct2018
Reverse Mortgage: Part of Financial Planning

Reverse Mortgage: Part of Financial Planning

“Reverse mortgages, which let retirees tap the equity they have built up in their homes, have become a better deal in recent years. And they can be valuable as part of your overall financial plan for retirement,” says researcher Wade Pfau, author of a new book, Reverse Mortgages: How to Use Reverse Mortgages to Secure […]

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  • 06
  • Jan2018
Experts Weigh In on Reverse Mortgages

Experts Weigh In on Reverse Mortgages

Reverse Mortgage – Is it the name, or the actual loan product that causes people to shy away? Apparently, it is the name! When presented with the description of what a reverse mortgage can do vs a traditional HELOC on which payments must be made, the majority of people chose the reverse mortgage. They were […]

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