As financial professionals, you strive to provide comprehensive solutions to your clients’ retirement needs. One increasingly valuable tool in your arsenal is the modern reverse mortgage. These loans, available to homeowners aged 62 and older, offer significant benefits that can enhance your clients’ financial well-being. Let’s explore how reverse mortgages can help increase cash flow,… Read More…
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off items from their bucket list one by one. However, due to unforeseen circumstances, they find themselves facing retirement a bit earlier than planned. While they believe they’ve prepared adequately, there’s a lingering uncertainty about whether… Read More…
Quick Summary | Video Below Today, we embark on a journey into the captivating TEDx talk by Dr. Riley Moynes, an esteemed authority in retirement psychology. Dr. Moynes’ dedication to unraveling the intricate layers of retirement psychology has truly paved the way for a deeper understanding of this pivotal chapter in our lives. With a… Read More…
Retirement is not only a psychological journey but also an economic one. Just as individuals transition through different psychological phases, they also navigate through distinct economic phases that shape their financial decisions and lifestyle choices. Among the myriad financial tools available to retirees, the concept of reverse mortgage emerges as a pivotal consideration. The Go-Go… Read More…
Learn the actionable conversation tools you need to jump start your business goals! With ominous tax proposals hanging over the future taxation of your clients’ retirement savings, what proactive planning strategies should you be discussing today to prepare? Join America’s IRA Expert, Ed Slott, CPA, for his most timely insights to share with your clients,… Read More…
FOR MORE INFORMATION CONTACT US: Connect with Us In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a… Read More…
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This is Exciting! Last week a new equity release program was rolled out for those age 55! For the last three decades, the most common age was 62. This changes everything! Now our 55+ clients can implement some of the housing wealth strategies I’ve have been discussing for 22 years. The new program is designed for… Read More…
JPMorgan Chase just announced they’re no longer accepting applications for Home Equity Lines of Credit. No doubt other banks will follow suit with even greater measures! But this is not new, it happened in 2008 and caught many people by surprise. That’s because traditional Heloc’s have a clause that allows them to be frozen, cancelled or… Read More…
The other day I was speaking to a room full of CPA’s, Enrolled Agents and Tax Preparers about ways tax returns can lend themselves to housing wealth conversations. Below are 15 micro insights derived from a client’s tax return. 15 Micro Insights | Housing Wealth Conversations Does Your Client: Own a home? Have an existing… Read More…
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