News & Client Stories
Increasing Financial Security with a Reverse Mortgage
Conservatorships & Reverse Mortgage Loans
The early onset Alzheimer’s diagnosis was a shock. Who would step in as Conservator and where would resources [...]
Cash-Flow Killers
Connie recently retired at age 66. With social security and 2 small pensions, it seemed like there would [...]
Mom and Son, Reverse Mortgage Co-Borrowers
You pause when you see age 98 as your client's date of birth on their driver’s license. [...]
I Don’t Like Debt
When your mantra is I don’t like debt, it can be a big leap to look at a [...]
Acres and Acres of Home Love – Are we eligible for a Reverse Mortgage Loan?
Zoned "Farmland" it would seem doubtful, but surprise, FHA will lend on large acreage properties under certain circumstances. [...]
“Equity Share” is NOT a component of an FHA Mortgage Loan!
FHA reverse mortgages offer borrowers specific benefits and protections. Make sure you know if the loan you are [...]
Amy’s Retirement Safety Net
Amy has a good pension to augment her social security. But when larger expenses arise, she’s concerned her [...]
Cashflow, Dreams & the Duplex
Brian and Pam were not confident in the mortgage options presented to them. Their [...]
Conflict at Age 78
At 78, Alison is conflicted on how to meet her financial needs and leave [...]
Unexpected Tax Bill Can Escalate Other Debt
An unexpected tax amount can be a problem in early retirement. Even with a [...]
Conservatorships & Reverse Mortgage Loans
The early onset Alzheimer’s diagnosis was a shock. Who would step in as Conservator and where would resources [...]
Cash-Flow Killers
Connie recently retired at age 66. With social security and 2 small pensions, it seemed like there would [...]
Mom and Son, Reverse Mortgage Co-Borrowers
You pause when you see age 98 as your client's date of birth on their driver’s license. [...]
I Don’t Like Debt
When your mantra is I don’t like debt, it can be a big leap to look at a [...]
Acres and Acres of Home Love – Are we eligible for a Reverse Mortgage Loan?
Zoned "Farmland" it would seem doubtful, but surprise, FHA will lend on large acreage properties under certain circumstances. [...]
“Equity Share” is NOT a component of an FHA Mortgage Loan!
FHA reverse mortgages offer borrowers specific benefits and protections. Make sure you know if the loan you are [...]
Amy’s Retirement Safety Net
Amy has a good pension to augment her social security. But when larger expenses arise, she’s concerned her [...]
Cashflow, Dreams & the Duplex
Brian and Pam were not confident in the mortgage options presented to them. Their [...]
Conflict at Age 78
At 78, Alison is conflicted on how to meet her financial needs and leave [...]
Unexpected Tax Bill Can Escalate Other Debt
An unexpected tax amount can be a problem in early retirement. Even with a [...]