Category: Blog

reverse mortgage lender

Choosing the right reverse mortgage lender

How do I choose the right New Reverse Mortgage Lender? The New Reverse Mortgage is more than just a loan program it’s a retirement lifeline. So finding the right professional to answer your questions is the first step in deciding if a reverse mortgage is right for you. Because 99% of reverse mortgages are HUD…

new retirement plan

What to do when retirement doesn’t go as planned

When retirement doesn’t go as planned…get a new plan The Scottish poet Robert Burns warned us that the “best laid plans…often go awry.” Robbie knew, even in the 18th century, that no matter how much we planned, reality had a way of checking in usually when least expected. Retirement planning used to be relatively easy.…

reverse mortgage to the rescue

Making your home age friendly with The New Reverse Mortgage

To stay at home…use your home When Pam finally contacted us, she was almost at the end of her rope. Her parent’s home wasn’t age friendly and they don’t want to leave it. “I’m calling for my parents, they insist on staying in their home but they’re both struggling to get around and I’m afraid…

dream retirement

Finding retirement dream home in California

Robert and Melissa had achieved their dream retirement. Their 3200 sq.foot, 4 bedroom/3 bathroom home was perfect for the two of them. Located on the 10th fairway in one of the most prestigious gated golf communities in Arizona, they were living in their forever home. Or so they thought! They came to realize their dream…

senior homeowners

California seniors in line for property tax relief

November election promises property tax relief for California seniors A ballot initiative for the November election, The California Proposition 13 Tax Transfer Initiative, would amend Prop 13 to allow senior homeowners or severely disabled homebuyers to transfer their property tax base to a replacement residence for any price, in any County and as many times…

medicare surcharges

Save thousands of dollars on Medicare surcharges

In case you haven’t heard Medicare surcharges are on their way up The Collins Dictionary defines “surcharge” as: A surcharge is an extra payment of money in addition to the usual payment for something. It is added for a specific reason. Medicare ushered in a new income scale as the basis for Medicare high-income surcharges.…