Tag: retirement peace of mind

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…

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.…

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…

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…