retirement planning

5 Questions Homeowners are Asking Before Retiring

Shannon HicksNovember 30, 2020November 29, 2020

by Shannon HicksNovember 30, 2020November 29, 20200890

Without audience targeting are Google Ads Dead? Think again… Early this month Google announced new restrictions for targeting specific audiences. The restrictions apply to content related to housing, employment, credit, and those who are disproportionately affected by societal biases. The news of these restrictions created quite a stir among

RMs Getting a Serious Second Look

Shannon HicksOctober 3, 2020October 6, 2020

by Shannon HicksOctober 3, 2020October 6, 20203 2530

The reverse mortgage market got some new respect earlier this year. When it looked like...

Here’s what’s wrong with retirement planning

Shannon HicksJuly 27, 2020July 27, 2020

by Shannon HicksJuly 27, 2020July 27, 20203 984

Where traditional retirement planning falls short It’s easy to cast stones but to be fair retirement planning while common is perhaps one of the most challenging services provided by financial professionals. Here’s what two experts have to say…

Retirement planning requires a solution-based approach

Shannon HicksAugust 28, 2017August 28, 2017

by Shannon HicksAugust 28, 2017August 28, 20171905

“It’s ironic that the biggest source of wealth is locked up in bricks & mortar…” While more financial professionals are embracing the HECM, ironically our cousins across the pond seem to better grasp the concept of home equity management and its role in funding retirement. Is today’s choice of retirement

Using a HECM Instead of Long-Term Care Insurance

Shannon HicksJune 19, 2017June 16, 2017

by Shannon HicksJune 19, 2017June 16, 20171874

One Financial Planner Suggests Two LTC Insurance Alternatives If you were to eavesdrop on a typical meeting with someone in their 50’s with their financial advisor, chances are you would here the sensible advice to purchase long term care insurance. This practical recommendation is rooted in the fact that nearly

A Perversion of the HECM?

Shannon HicksSeptember 6, 2016March 25, 2020

by Shannon HicksSeptember 6, 2016March 25, 202032 2575

AARP Frowns Upon Strategic Use of HECM in Portfolio Management Creativity unlocks potential markets and opens up possibilities. It also makes you a target of critics. In recent years the long overlooked principal limit growth factor (or as many refer to it as the line of credit growth rate) has

Transitioning Into Retirement

Amara RoseMay 10, 2016May 9, 2016

by Amara RoseMay 10, 2016May 9, 20161999

8 Ways to Ease the Shift Everybody talks about being retired, but less common is the in-between period when you may no longer be working full-time, yet are not what you might consider “senior” (especially as this definition keeps getting revised upwards!). How can you help the reverse mortgage clients

The Year of the Financial Advisor?

Shannon HicksFebruary 1, 2016January 28, 2016

by Shannon HicksFebruary 1, 2016January 28, 20161634

[vimeo id=”153422448″ width=”625″ height=”352″] Slow & Steady Growth Depends on Partnering with Financial Professionals Since the housing and economic crash of 2008 our industry has had its collective eye focused on the horizon seeking for signs of a significant rebound in reverse mortgage volume. Despite earlier predictions we have come

Stepped Up Basis Exemption at Risk!

Covid 19 has triggered a retirement rethink

Here’s who’s using a reverse to save life…

A 40-YEAR MORTGAGE?!

retirement planning

5 Questions Homeowners are Asking Before Retiring

RMs Getting a Serious Second Look

Here’s what’s wrong with retirement planning

Retirement planning requires a solution-based approach

Using a HECM Instead of Long-Term Care Insurance

A Perversion of the HECM?

Transitioning Into Retirement

The Year of the Financial Advisor?

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