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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Home Equity & HELOC
Review your loan terms… Did you know your HELOC has a due date? Do you know when your HELOC becomes due? Did you know…
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Home Equity & HELOC
The number of financial products available to older homeowners is growing. Access to home loans, credit lines, and reverse mortgages appears to be improving.…
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Rates, Costs & Rules
Over the past few years, there have been many changes to reverse mortgages. Each reverse mortgage has distinct features. These features have the opportunity…
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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…
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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…
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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…
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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…
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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…
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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…
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