Can a Reverse Mortgage Provide Retirement Income for Your Clients?
Thursday, 27 February 2020
When’s the last time you checked in with your clients about their retirement income needs? Recent studies show today’s seniors face rising costs for medication & in-home care as well as increased pressure from family members for financial help. Instead of tapping into retirement funds to get cash, a reverse mortgage could be just the
- Published in Uncategorized
No Comments
You Don’t Want any Debt When you Retire, Right? Not so Fast.
Tuesday, 22 October 2019
Americans seem to have this idealistic view of debt. Debt is OK when you need it. But when it’s time to retire, you should be debt-free for the most part, right? Not so fast. We recently documented how an increasing number of seniors & people approaching retirement age have to make smart decisions about their
- Published in Reverse Mortgage
Why Seniors are Struggling with Money & not even Thinking About Retiring
Thursday, 19 September 2019
Don’t be fooled. Older American’s are struggling with money. A recent study published by Property Shark revealed some startling insights into the health of senior finances. It also offered some concrete advice on how we, their advisors & in some cases children, can help. Senior Retirement Stats Headed in the WRONG Direction According to the
- Published in Reverse Mortgage
How YOU can help Protect Seniors from Financial Abuse
Monday, 22 July 2019
Make no mistake about it… our seniors are at risk when it comes to losing their money. And when it happens, it hurts. On average, seniors lose between $40k – $50k when they are the victims of abuse. Scammers, predatory lenders, caregivers & even family members are stealing money from seniors in record numbers.