retirement planning

The Year of the Financial Advisor?

Shannon HicksFebruary 1, 2016January 28, 2016

by Shannon HicksFebruary 1, 2016January 28, 201611116

[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

One Partner Retires, the Other Doesn’t

Amara RoseOctober 13, 2015October 19, 2015

by Amara RoseOctober 13, 2015October 19, 20153 1349

The New Retirement (Part 2): One Partner Retires, The Other Doesn’t Last month we examined when retirement makes sense in terms of competency. But what if your reverse mortgage prospect(s) are perfectly competent, yet one half of the couple is planning to retire while the other wants to keep working?

The Future of Aging Well

Amara RoseJune 22, 2015June 22, 2015

by Amara RoseJune 22, 2015June 22, 201501356

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 RoseJanuary 13, 2015January 13, 2015

by Amara RoseJanuary 13, 2015January 13, 20157 2021

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.

Estate Planning / Part 2: Avoiding Financial Regrets

Amara RoseSeptember 9, 2014September 11, 2014

by Amara RoseSeptember 9, 2014September 11, 20144 1781

One of the most touted benefits of a reverse mortgage is the peace of mind that comes from knowing that as a senior ages, they'll have the funds they need to remain in their beloved home, pay the property taxes and upkeep, and still have enough left over to be

Giving LTC Some TLC: Planning for Long-term Care

Amara RoseJuly 15, 2014July 21, 2014

by Amara RoseJuly 15, 2014July 21, 20145 1567

[ad#Take Charge America] Do your reverse mortgage prospects and clients have a plan for the unexpected? According to a recent survey of 449 financial advisors, even prudent seniors overlook a critical component of retirement planning. When the experts were asked, “What’s the biggest threat to the financial security of retirees?”

A Bright Future

Shannon HicksJanuary 27, 2014January 24, 2014

by Shannon HicksJanuary 27, 2014January 24, 20142 1553

[vimeo id=”84978390″ width=”625″ height=”352″] Professor Sees Reverse Mortgages as a Cornerstone for Retirement Planning It’s no small endorsement. Well known Columbia Business school professor Christopher Mayer not only sees a bright future for reverse mortgages but he’s going into business himself. Mayer is tapering his teaching responsibilities at Columbia to

The Six Percent Rule

Shannon HicksJanuary 6, 2014January 20, 2014

by Shannon HicksJanuary 6, 2014January 20, 20143 1233

A new Study from IBIS shows benefits of reverse mortgage on investment portfolio. This study shows the increased success of investors being able to take out larger sustainable withdrawals from their portfolios each year when using a reverse mortgage strategically.

Two reasons for the Fed cut rates in…

HECM Counseling Demystified

FHA’s proposed HECM policy changes: What you need…

3 HECM Opportunities in an uncertain market

retirement planning

The Year of the Financial Advisor?

One Partner Retires, the Other Doesn’t

The Future of Aging Well

Retired – Or Retooled?

Estate Planning / Part 2: Avoiding Financial Regrets

Giving LTC Some TLC: Planning for Long-term Care

A Bright Future

The Six Percent Rule

Connect With Us

SUBSCRIBE