Tag: retirement help

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…

When retirement doesn’t go as planned

When retirement doesn’t go as planned…build a better mousetrap 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 checked in, usually when least expected. Retirement planning used to be relatively easy. Fixed incomes and stable…

senior homeowners

Senior homeowners in line for property tax relief

November election promises property tax relief for senior homeowners 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.…

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…

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…