Conflict at Age 78
At 78, Alison is conflicted on how to meet her financial needs and leave something for her daughter when she passes away. The Situation Alison is healthy and sometimes a little ornery (or so her daughter Amber lovingly says.) Since Alison's husband died, she has not been as confident in her retirement finances, like she used to be. Mostly concerned about future in-home care costs when she likely will need assistance, she reached out to her daughter to discuss. She needed to prepare for possible emergencies. Additionally, a few important home repairs are needed and they don't fit in her current budget. Alison's daughter Amber knew of Kim Dodge from an event where Kim illustrated a number of FHA Reverse Mortgage strategies for senior home owners. When Alison spoke with Kim, she felt immediately comfortable that she had someone on her [...]