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

Persistent Creative Home Search

A persistent creative home search team is invaluable when looking for a home closer to family in retirement.  Sharon faces some health issues.  That makes it harder to live so far from family.  While the rural community she lives in is lovely and she is very happy there, she [...]

Persistent Creative Home Search2023-01-27T00:29:19+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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