Retirement Planning
Field notes from a CRMP
Reverse mortgages, plainly explained.
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.
170 articles
13 topics
Updated weekly
Browse by topic
Retirement Planning
Reverse for Purchase
Rates, Costs & Rules
Retirement Planning
5 min read
How to Choose a Financial Advisor
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
Retirement Planning
Rates, Costs & Rules
1 min read
Reverse Mortgage Occupancy Certificates & Requirements
Read more about reverse mortgage occupancy requirements in this article: click here
Read article
Retirement Planning
5 min read
Are you ready to retire? If you think you are ready, ask yourself these seven questions
Illness, job loss, or caretaking responsibilities force many people out of the workforce and into retirement. But some people have the choice but can't…
Read article
Retirement Planning
5 min read
Ten Tips to Avoid Overpaying for Your Home Insurance
Home Insurance Basics If you have a home, you will likely already have homeowners insurance. However, many people either don’t carry enough coverage or…
Read article
Retirement Planning
2 min read
USING A REVERSE MORTGAGE TO MAXIMIZE YOUR SOCIAL SECURITY BENEFITS IS SMART THINKING
Can you maximize your social security benefits in order to increase benefits, by using a reverse mortgage? The answer is simple terms is: Yes,…
Read article