Family & Heirs
Plan for Your Last Big Event – Wills, Trusts, Power of Attorney
Death Quote Steve Jobs: "Life can be a camp site. Always leave the camp site in better condition than you found it." Just the…
Read articleField 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
Family & Heirs
Death Quote Steve Jobs: "Life can be a camp site. Always leave the camp site in better condition than you found it." Just the…
Read article
Retirement Planning
Get Organized and Vow to Decrease the Clutter! If you are like me. January starts a new pile of papers. I start getting ready…
Read article
Rates, Costs & Rules
The National Reverse Mortgage Lenders Association has launched a borrowing with confidence campaign for reverse mortgage borrowers. The association created a “Roadmap” for reverse…
Read article
Reverse Mortgage Basics
If you are trying to decide between attaining a reverse mortgage, downsizing to a less expensive home, or selling your home but are unsure…
Read article
Retirement Planning
What is Sciatica? The sciatic nerve is the largest nerve in the body. It starts in the lower back at lumbar 3 (L3) and…
Read article
Retirement Planning
A study by the U.S. Department of Health and Human Services says that “people who reach age 65 will likely have a 40 percent…
Read article
Rates, Costs & Rules
Mortgage insurance began in the United States in the 1880s but the industry-first enjoyed major growth following the implosion of the 1920s real estate…
Read article
Retirement Planning
Credit card companies make a lot of money. Total revenue for the credit card industry is in the hundreds of billions of dollars and…
Read article