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.
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Rates, Costs & Rules
Alex Green from Pexels If you’re applying for a reverse mortgage , you may need to get an FHA appraisal. The purpose of such…
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Family & Heirs
And how can you plan ahead? Losing a spouse is easily one of the most traumatic life events you will ever have to face.…
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Home Equity & HELOC
Since the Covid-19 pandemic, concerns about care and isolation in long-term nursing facilities have come to the forefront of our minds. At the same…
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Retirement Planning
It’s not your grandparent’s retirement. The retirement years look very different in the 21st century. Instead of parking themselves in a rocking chair or…
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Jumbo Reverse Mortgages
Here’s what you need to know about jumbo reverse mortgages. Reverse mortgages are quickly becoming a popular strategy to provide older homeowners with a…
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Rates, Costs & Rules
When you financed your reverse mortgage, you probably thought it was the last home loan you would ever have to finance. The majority of…
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Jumbo Reverse Mortgages
Are you a retiree living in Newport Beach? Are you looking for additional tools to strengthen your retirement portfolio and cash flow? If the…
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Retirement Planning
The Roadblocks to Healthcare Plaguing our Senior Citizens As we age, our dental costs become more significant. Senior citizens are often faced with an…
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Reverse for Purchase
Purchasing a home in your retirement years is easier for older homeowners looking to move, downsize or upsize, with no house payments for the…
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