Category: Blog

involuntary retirement

Name’s Retirement…Involuntary Retirement

The best time to plan your retirement is before the boss does! Getting a pink slip along with your paycheck can be devastating for anyone but for baby boomers it is likely life changing. Have you ever been laid off from a job you really enjoyed? Call it what you like but at 63 Norm…

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, grandkids (and soon to be…

love home

Sometimes not getting a reverse mortgage is a life changing decision

A Reverse Mortgage could have made a difference… For countless seniors getting a Reverse Mortgage can be a life changing decision. Sometimes not getting a Reverse Mortgage can be a life changing decision. John and Linda were like most pre-retirement couples, they wanted to see if a Reverse Mortgage fit into their retirement plans. John…

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 anticipation. 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 good. Retirement is going to…

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…

your retirement

The chicken, the pig and your retirement

Get committed to planning your retirement There is an old parable about a chicken trying to convince a pig to start a ham and eggs restaurant. The chicken realizes that the pig is a little hesitant in their joint venture and after further probing, the pig expresses his reservations. He tells the chicken he’s has…