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Retirement planning requires a solution-based approach

Shannon Hicks
“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 Hicks
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

The Year of the Financial Advisor?

Shannon Hicks
[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

The Future of Aging Well

Amara Rose
There is the matter of how societal expectations affect where older adults live, which makes the changing senior living landscape a bright field for the reverse mortgage industry. As we're exploring, the desire to age in place is expanding into ever more creative ways to age in community, which may

Retired – Or Retooled?

Amara Rose
Today's retirees can retire and retool, in any number of ways. If they haven't yet done so, it's helpful for those approaching or in retirement to take a long look at how they might use their skills and experience for others' benefit — or to enhance their own later years.

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