Last week Fox Business posted an article entitled “10 Reasons Not to Take Out a Reverse Mortgage” . Everyone loves a top ten list and one would think such a list from a well known business site would be rooted in truth. Unfortunately Fox’s post is neither fair or balanced…
Continue readingWhy New Year’s Resolutions Don’t Work
New Year’s resolutions rarely stick. In fact they may be sabotaging your goals. Why resolutions are not a good idea and rather…
Continue readingHappy Holidays from Reverse Focus
Our team at Reverse Focus would like to extend our personal thanks to all the members of Reverse Focus. It has been an honor and a pleasure to work with you this year.
Continue readingExpert Says Take a Reverse Mortgage Now
One well recognized mortgage expert, The Mortgage Professor: Jack Guttentag. He advocates taking a reverse mortgage now rather than waiting…
Continue readingAvoiding the Business Grinch
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Seizing the Holiday Season for Business Planning & Growth
[CORRECTION]: The Financial Assessment goes into effect March 2nd, 2015, not the 15th as I erroneously mentioned in the video]
It’s the season of winter cheer, eggnog, ridiculously big meals, gifts and unfortunately the business Grinch. The Business Grinch appears every December attempting to steal our productivity, well intentioned plans and goals for the coming year. What are some ways you can prepare to avoid the business grinch? Let’s look at a few ways to better prepare and maximize this season.
1- Projects. Begin by making a master list of the projects you wish to accomplish this year. Break them down into smaller action steps and then
2- Time block your calendar. Time block the days and times you will dedicate to your project actions. Also time block out recurring activities that are the backbone of your business such as outbound lead calls, follow up, professional networking, conferences and more.
3- Reexamine your marketing plan. We should anticipate a rush of new applicants in January and February in anticipation of the Financial Assessment which goes into effect March 15th. The question is what happens after? Here is where you will need to…
Download the video transcript for this episode here.
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Becoming the Older Generation / Part 3: Getting Retirement Right
Rightsizing for retirement means getting finances in order, along with possessions and perspective for the next phase of life. A reverse mortgage may offer a way to meet these goals, by augmenting style and substance with a sense of security.
Continue readingWhen to Pull the Trigger
Sometimes it is not a question of if but when a borrower should take a reverse mortgage. As reverse mortgage loan originators we must be careful of straying into giving financial planning advice, however we should be aware of the factors that come into play when borrowers decide to get a reverse mortgage now or later.
Continue readingWhat’s On Your ‘List’?
What is on your list? I have already begun my list and categorized it by vacation destinations, restaurants, landmarks, personal goals and professional business ideas. Professionally what are some items we could add to our list for 2015? Here are just a few ideas…
Continue readingBecoming the Older Generation / Part 2: Caring for the Caregivers
“Three out of five caregivers also are in the labor force. Working-age people under age 65 provide 22 billion of those 30 billion caregiving hours, and they often lose income due to reduced work hours,” reports the study. Not to mention losing sleep, quality of life and relationships, and often their own health.
Continue readingWhere Reverse Mortgages Fit in Modern Retirement Planning
“The idea that people can retire at 62 and walk around holding hands on the beach is not realistic”…
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