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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Family & Heirs
There are a number of options available for senior citizens who need a little extra financial cushion as they age. It turns out that…
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Home Equity & HELOC
4844079 © Photoroller | Dreamstime.com Which is best for you? Financial planning during your retirement years can feel like a moving target. How much…
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Home Equity & HELOC
6932227 © Sergey Sundikov | Dreamstime.com The number of financial products available to senior homeowners is growing. Access to home loans, credit lines, and…
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Rates, Costs & Rules
Manufactured homes have surged in popularity since 2008, and are a common housing choice for seniors. Yet, there appears to be a lot of…
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Family & Heirs
Reverse mortgages are becoming integrated as a staple in long term financial plans. Used in a comprehensive plan, reverse mortgages make retirement funds last…
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Retirement Planning
Who ever thought that it would make sense to get a mortgage that would decrease your home equity? Well in certain instances it does.…
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Rates, Costs & Rules
1. Why is the loan amount on the deed of trust more than the maximum claim amount for that county? Due to the fact…
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Reverse Mortgage Basics
Reverse mortgages have become an increasingly important financial tool for people 62 and older who want to remain in their home and fund their…
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Retirement Planning
New research shows that reverse mortgages are an increasingly intelligent way to augment retirement planning. What role should they play for you? New studies…
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