Field notes from a CRMP
Short, practical posts drawn from real client conversations — what reverse mortgages do, who they fit, who they don't, and the questions worth asking before signing anything.
Browse by topic
Retirement Planning
When you are young, Social Security can seem quite simple: leave your job, file for benefits and receive a check for the rest of…
Read article
Retirement Planning
An article written by "Nerd Wallet" & reprinted by "Marketwatch" discusses Roth Ladders or Roth Conversions. There is an additional little-known financial planning technique…
Read article
Rates, Costs & Rules
Hi there, it’s Angella Conrard, your reverse mortgage advisor. Most of today’s reverse mortgages are FHA-insured and require an FHA appraisal. To qualify for…
Read article
Rates, Costs & Rules
Reverse for Purchase
Retirement Planning
Rates, Costs & Rules
Retirement Planning
What Can A Financial Professional Do For You? In addition to making sure that your assets are invested appropriately, financial advisors can be helpful…
Read article
Rates, Costs & Rules
Read more about reverse mortgage occupancy requirements in this article: click here
Read article
