Author: Greg Cook

medicare donut hole

Taking the bite out of the Medicare “donut hole”

The Medicare donut hole is catching countless seniors unaware As we get older taking prescription drugs is a fact of life and the costs of these drugs continue to skyrocket. In simpler times retirement planning was less complicated than it is for us today. There were more defined benefits retirement plans that provided you with…

involuntary retirement

The New Reverse Mortgage…When staying in your home is your first priority

The best time to plan your retirement is before the boss does! Getting a pink slip along with your paycheck can be devastating, for baby boomers it can be life changing. Call it what you like but at 65 Norm knew a pink slip meant he had just met “involuntary retirement” There aren’t many options…

The New Reverse Mortgage when you’re house rich but cash poor

The New Reverse Mortgage for when you’re house rich and cash poor Frank and Lola had lived in and around San Diego for most of their lives. As much as they would like to stay in America’s Finest City, they really wanted to downsize and be closer to their kids, grand kids (and soon to…

life throws a curveball

The New Reverse Mortgage when life throws you a curveball

When life throws you a curveball it’s the opportunity of a lifetime to hit it out of the park! John and Linda were like most retirement couples, they wanted to see if a Reverse Mortgage fit into their retirement plans. John was 70 and Linda had just turned 68.   John had worked for the…

retirement test drive

Taking retirement for a test drive

Before Retirement, Try Spending Like a Retired Person Millions of baby boomers just like you are approaching retirement with a great deal of doubt regarding what the future holds. That apprehension you’re feeling in the pit of your stomach is normal. Many things in your life are going to change, some good, some not so…

bridging SSI gap

Bridging the SSI Gap with The New Reverse Mortgage

When is the best time take SSI?…When you need it most For many of us taking our Social Security benefits at 62 sometimes is an economic necessity rather than an option.  But the longer you wait the more SSI you’re entitled to. If you wait until you reach age 70, your monthly Social Security Benefit…