DOWN SIZING WITH A REVERSE MORTGAGE, A RETIREMENT TOOL-Ask your self these “Age in Place” questions

Considering a reverse mortgage? Here are some questions to ask your self first. It’s quoted time and time again; over 95% of seniors want to live the duration of their retirement years in their own homes. Often consumers will start their research on programs, costs and numbers.

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DOWN SIZE WITH A REVERSE MORTGAGE, MOVE YOUR TAX BASE & TAKE A CAPITAL GAINS EXEMPTION? IT’S POSSIBLE. -A future trend for Southern California Boomers? For Boomers and Seniors living in other areas, two out of three isn’t bad either.

A future trend for Southern California Boomers? For Boomers and Seniors living in other areas, two out of three isn’t bad either.
The house is big, the kids are gone, you’re tired of maintaining the yard and you and your spouse only use half of the house. Could it be time to move and at the same time increase your retirement nest egg and cash flow?

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Life Insurance and Annuities for Long Term Care Planning

Life insurance and annuities are useful products that help solve problems with the estates of elderly long term care recipients. We discuss below a number of situations where these insurance products are used to rescue assets from long term care costs, reduce or eliminate taxes, protect the lifestyle of the healthy spouse and increase inheritances…

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