Conservatorships & Reverse Mortgage Loans

The early onset Alzheimer’s diagnosis was a shock. Who would step in as Conservator and where would resources for helping the family member come from? It can be quite the balancing act. Situation: Cathy never expected her Aunt Trish would ever have needs. She was always super independent and someone she looked up to. So, [...]

Conservatorships & Reverse Mortgage Loans2023-10-15T17:40:07+00:00

Jessica’s Retirement Safety Net

Jessica has a good pension to augment her social security. But when larger expenses arise, she’s concerned her retirement safety net isn’t strong enough… Jessica has enough income to cover regular expenses in retirement.  But, when larger, unplanned costs started to crop up, she became concerned that her retirement safety net was not quite strong [...]

Jessica’s Retirement Safety Net2023-08-12T02:33:41+00:00

Persistence ~ Finding & Buying Your Forever Home

It takes persistence and the right team members to help you find and secure your forever home.  Conscientious, experienced and diligence in your Realtor and Loan Officer is invaluable when looking for a home closer to family in retirement.  Sharon faces some health issues.  That makes it harder to [...]

Persistence ~ Finding & Buying Your Forever Home2023-10-15T18:59:28+00:00

Care for the Caregivers

With all of the things we do to take care of our loved ones, it’s important to have support!  And, confidence in your retirement finances helps.  For caregivers in retirement, a reverse mortgage helps takes away a huge worry. The Story:  David is a busy guy.  Sarah, his lovely wife, and an adult child are [...]

Care for the Caregivers2023-01-27T17:04:14+00:00
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